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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 | $150,346+10.2% | $120,524+37.5% | $145,877+13.6% |
| Participation rate | 94.7% | 78.8%+15.9pp | 71.9%+22.8pp | 80.3%+14.4pp |
| Annual return | 14.63% | 154.40%-139.8pp | 107.36%-92.7pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,831 | $4,353-12.0% | $3,469+10.4% | $4,663-17.8% |
| Participant deferral / active EE | $10,395 | $6,172+68.4% | $4,994+108.2% | $6,691+55.4% |
| Admin fee / account holder | $3,492 | $12,215-71.4% | $9,440-63.0% | $13,402-73.9% |