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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 | $155,044 | $102,382+51.4% | $147,005+5.5% | $80,874+91.7% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.51% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,701 | $3,715-27.3% | $4,934-45.3% | $2,756-2.0% |
| Participant deferral / active EE | $6,495 | $6,646-2.3% | $8,070-19.5% | $4,297+51.1% |
| Admin fee / account holder | $25,374 | $7,942+219.5% | $13,006+95.1% | $6,935+265.9% |