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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 | $108,897+75.5% | $100,378+90.4% | $145,877+31.0% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 15.34% | 58.17%-42.8pp | 49.41%-34.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,966 | $4,420-55.5% | $3,942-50.1% | $4,663-57.8% |
| Participant deferral / active EE | $5,350 | $8,455-36.7% | $8,087-33.9% | $6,691-20.0% |
| Admin fee / account holder | $33,196 | $9,690+242.6% | $7,899+320.3% | $13,402+147.7% |