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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 | $157,140 | $111,785+40.6% | $93,669+67.8% | $145,877+7.7% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.73% | 203.79%-190.1pp | 133.59%-119.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,687 | $3,096+19.1% | $2,424+52.1% | $4,663-20.9% |
| Participant deferral / active EE | $10,119 | $4,919+105.7% | $4,416+129.2% | $6,691+51.2% |
| Admin fee / account holder | $4,418 | $10,256-56.9% | $8,291-46.7% | $13,402-67.0% |