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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 | $139,406 | $77,157+80.7% | $108,405+28.6% | $85,847+62.4% |
| Participation rate | 95.2% | 74.7%+20.6pp | 80.1%+15.1pp | 69.3%+25.9pp |
| Annual return | 32.76% | 44.55%-11.8pp | 905.55%-872.8pp | 318.61%-285.9pp |
| Employer contribution / active EE | $2,773 | $2,379+16.5% | $3,559-22.1% | $2,565+8.1% |
| Participant deferral / active EE | $5,667 | $5,567+1.8% | $6,563-13.6% | $3,952+43.4% |
| Admin fee / account holder | $8,300 | $5,174+60.4% | $7,297+13.7% | $6,261+32.6% |