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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 | $154,095 | $102,382+50.5% | $147,005+4.8% | $80,874+90.5% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 19.56% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,413 | $3,715-8.1% | $4,934-30.8% | $2,756+23.8% |
| Participant deferral / active EE | $10,665 | $6,646+60.5% | $8,070+32.2% | $4,297+148.2% |
| Admin fee / account holder | $18,149 | $7,942+128.5% | $13,006+39.5% | $6,935+161.7% |