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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 | $203,914 | $166,242+22.7% | $165,071+23.5% | $145,884+39.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 10.84% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $21,384 | $5,283+304.8% | $4,347+391.9% | $4,662+358.7% |
| Participant deferral / active EE | $6,006 | $6,964-13.8% | $6,035-0.5% | $6,690-10.2% |
| Admin fee / account holder | $4,779 | $16,658-71.3% | $12,695-62.4% | $13,392-64.3% |