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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 | $102,422+49.6% | $147,117+4.1% | $80,959+89.2% |
| Participation rate | 80.9% | 75.9%+5.0pp | 82.2%-1.3pp | 67.7%+13.2pp |
| Annual return | 16.62% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $10,025 | $3,717+169.7% | $4,932+103.2% | $2,757+263.6% |
| Participant deferral / active EE | $23,688 | $6,652+256.1% | $8,065+193.7% | $4,300+450.8% |
| Admin fee / account holder | $22,051 | $7,953+177.2% | $12,993+69.7% | $6,925+218.4% |