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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 | $165,051 | $102,393+61.2% | $147,041+12.2% | $80,911+104.0% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.6%+24.5pp |
| Annual return | 16.27% | 134.95%-118.7pp | 419.21%-402.9pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,461 | $3,715-33.7% | $4,935-50.1% | $2,756-10.7% |
| Participant deferral / active EE | $7,118 | $6,647+7.1% | $8,071-11.8% | $4,297+65.6% |
| Admin fee / account holder | $46,759 | $7,943+488.7% | $13,006+259.5% | $6,935+574.3% |