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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 | $165,727 | $150,435+10.2% | $120,580+37.4% | $145,897+13.6% |
| Participation rate | 94.7% | 78.8%+15.9pp | 72.0%+22.8pp | 80.3%+14.4pp |
| Annual return | 14.63% | 154.60%-140.0pp | 107.48%-92.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,831 | $4,352-12.0% | $3,469+10.4% | $4,663-17.8% |
| Participant deferral / active EE | $10,395 | $6,174+68.4% | $4,995+108.1% | $6,689+55.4% |
| Admin fee / account holder | $3,492 | $12,182-71.3% | $9,418-62.9% | $13,390-73.9% |