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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 | $168,677 | $100,911+67.2% | $90,440+86.5% | $158,966+6.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 16.61% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,689 | $3,690-27.1% | $3,263-17.6% | $4,762-43.5% |
| Participant deferral / active EE | $5,649 | $4,348+29.9% | $3,964+42.5% | $5,983-5.6% |
| Admin fee / account holder | $23,645 | $6,507+263.4% | $5,615+321.1% | $11,250+110.2% |