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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 | $152,960 | $102,385+49.4% | $147,080+4.0% | $80,935+89.0% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 13.79% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,453 | $3,717-7.1% | $4,933-30.0% | $2,757+25.3% |
| Participant deferral / active EE | $9,617 | $6,651+44.6% | $8,066+19.2% | $4,299+123.7% |
| Admin fee / account holder | $31,133 | $7,951+291.5% | $12,989+139.7% | $6,924+349.6% |