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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 | $155,274 | $114,073+36.1% | $96,161+61.5% | $167,518-7.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 14.06% | 189.95%-175.9pp | 192.01%-177.9pp | 478.71%-464.6pp |
| Employer contribution / active EE | $1,739 | $3,428-49.3% | $2,798-37.9% | $4,838-64.1% |
| Participant deferral / active EE | $5,550 | $5,195+6.8% | $4,349+27.6% | $6,342-12.5% |
| Admin fee / account holder | $14,798 | $6,899+114.5% | $5,538+167.2% | $12,312+20.2% |