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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 | $188,664 | $106,008+78.0% | $92,240+104.5% | $147,586+27.8% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,059 | $4,333-52.5% | $3,680-44.0% | $4,876-57.8% |
| Participant deferral / active EE | $7,910 | $4,478+76.6% | $3,897+103.0% | $5,439+45.4% |
| Admin fee / account holder | $904 | $6,333-85.7% | $5,194-82.6% | $10,886-91.7% |