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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 | $182,152 | $110,093+65.5% | $97,295+87.2% | $145,897+24.8% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.4pp |
| Annual return | 11.83% | 244.76%-232.9pp | 75.62%-63.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $9,305 | $3,077+202.4% | $2,723+241.7% | $4,663+99.6% |
| Participant deferral / active EE | $12,777 | $4,678+173.2% | $4,264+199.7% | $6,689+91.0% |
| Admin fee / account holder | $29,025 | $6,212+367.2% | $5,646+414.0% | $13,390+116.8% |