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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 | $160,149 | $106,918+49.8% | $84,021+90.6% | $152,897+4.7% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.5%+8.9pp |
| Annual return | 21.88% | 105.01%-83.1pp | 71.32%-49.4pp | 345.43%-323.6pp |
| Employer contribution / active EE | $7,750 | $2,735+183.4% | $1,984+290.7% | $4,764+62.7% |
| Participant deferral / active EE | $1,446 | $4,012-64.0% | $3,239-55.4% | $5,851-75.3% |
| Admin fee / account holder | $8,809 | $8,288+6.3% | $6,102+44.4% | $11,599-24.1% |