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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,902 | $96,691+77.8% | $86,656+98.4% | $139,487+23.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.59% | 106.87%-88.3pp | 593.09%-574.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $5,432 | $3,267+66.3% | $3,025+79.5% | $4,755+14.2% |
| Participant deferral / active EE | $12,263 | $4,838+153.5% | $4,439+176.2% | $6,713+82.7% |
| Admin fee / account holder | $1,770 | $6,414-72.4% | $5,619-68.5% | $11,407-84.5% |