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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 | $191,082 | $108,942+75.4% | $100,415+90.3% | $145,897+31.0% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 15.34% | 58.27%-42.9pp | 49.47%-34.1pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,966 | $4,422-55.5% | $3,943-50.1% | $4,663-57.8% |
| Participant deferral / active EE | $5,350 | $8,461-36.8% | $8,091-33.9% | $6,689-20.0% |
| Admin fee / account holder | $33,196 | $9,702+242.2% | $7,906+319.9% | $13,390+147.9% |