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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 | $158,686 | $96,388+64.6% | $80,627+96.8% | $139,466+13.8% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 20.43% | 1352.08%-1331.7pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,232 | $3,260-31.5% | $2,723-18.0% | $4,754-53.0% |
| Participant deferral / active EE | $5,023 | $5,224-3.9% | $4,443+13.1% | $6,712-25.2% |
| Admin fee / account holder | $9,564 | $6,603+44.8% | $5,381+77.7% | $11,409-16.2% |