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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 | $165,499 | $106,008+56.1% | $92,240+79.4% | $147,586+12.1% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,722 | $4,333-14.1% | $3,680+1.1% | $4,876-23.7% |
| Participant deferral / active EE | $8,087 | $4,478+80.6% | $3,897+107.5% | $5,439+48.7% |
| Admin fee / account holder | $9,526 | $6,333+50.4% | $5,194+83.4% | $10,886-12.5% |