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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 | $102,385+61.2% | $147,080+12.2% | $80,935+103.9% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 16.27% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,461 | $3,717-33.8% | $4,933-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $7,118 | $6,651+7.0% | $8,066-11.8% | $4,299+65.6% |
| Admin fee / account holder | $46,759 | $7,951+488.1% | $12,989+260.0% | $6,924+575.3% |