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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 | $159,767 | $111,878+42.8% | $93,727+70.5% | $145,897+9.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.64% | 204.28%-194.6pp | 133.83%-124.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,531 | $3,092+14.2% | $2,421+45.8% | $4,663-24.3% |
| Participant deferral / active EE | $7,945 | $4,920+61.5% | $4,417+79.9% | $6,689+18.8% |
| Admin fee / account holder | $17,325 | $10,256+68.9% | $8,292+109.0% | $13,390+29.4% |