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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 | $192,993 | $102,385+88.5% | $147,080+31.2% | $80,935+138.5% |
| Participation rate | 77.9% | 75.9%+2.1pp | 82.2%-4.3pp | 67.7%+10.3pp |
| Annual return | 16.80% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $3,192 | $3,717-14.1% | $4,933-35.3% | $2,757+15.8% |
| Participant deferral / active EE | $8,031 | $6,651+20.8% | $8,066-0.4% | $4,299+86.8% |
| Admin fee / account holder | $13,702 | $7,951+72.3% | $12,989+5.5% | $6,924+97.9% |