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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 | $191,526 | $106,008+80.7% | $92,240+107.6% | $147,586+29.8% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 16.21% | 50.05%-33.8pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,244 | $4,333-48.2% | $3,680-39.0% | $4,876-54.0% |
| Participant deferral / active EE | $11,024 | $4,478+146.2% | $3,897+182.9% | $5,439+102.7% |
| Admin fee / account holder | $1,349 | $6,333-78.7% | $5,194-74.0% | $10,886-87.6% |