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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 | $174,116 | $90,530+92.3% | $76,030+129.0% | $145,897+19.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 69.1%+3.7pp | 80.3%-7.6pp |
| Annual return | 10.40% | 625.08%-614.7pp | 361.54%-351.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,863 | $3,319+76.6% | $2,688+118.1% | $4,663+25.7% |
| Participant deferral / active EE | $5,747 | $5,164+11.3% | $4,257+35.0% | $6,689-14.1% |
| Admin fee / account holder | $32,952 | $8,383+293.1% | $6,421+413.2% | $13,390+146.1% |