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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 | $189,575 | $111,785+69.6% | $93,669+102.4% | $145,877+30.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.51% | 203.79%-194.3pp | 133.59%-124.1pp | 551.28%-541.8pp |
| Employer contribution / active EE | $12,995 | $3,096+319.7% | $2,424+436.2% | $4,663+178.7% |
| Participant deferral / active EE | $9,186 | $4,919+86.8% | $4,416+108.0% | $6,691+37.3% |
| Admin fee / account holder | $4,662 | $10,256-54.5% | $8,291-43.8% | $13,402-65.2% |