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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 | $153,186 | $102,429+49.6% | $147,096+4.1% | $80,925+89.3% |
| Participation rate | 80.9% | 75.9%+5.0pp | 82.2%-1.3pp | 67.7%+13.2pp |
| Annual return | 16.62% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $10,025 | $3,716+169.8% | $4,936+103.1% | $2,756+263.7% |
| Participant deferral / active EE | $23,688 | $6,649+256.3% | $8,071+193.5% | $4,299+451.1% |
| Admin fee / account holder | $22,051 | $7,957+177.1% | $13,005+69.6% | $6,940+217.7% |