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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 | $110,159 | $56,431+95.2% | $130,788-15.8% | $87,485+25.9% |
| Participation rate | 93.7% | 58.9%+34.7pp | 70.1%+23.5pp | 68.9%+24.7pp |
| Annual return | 17.90% | 91.27%-73.4pp | 386.44%-368.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,438 | $1,549-7.2% | $3,558-59.6% | $2,596-44.6% |
| Participant deferral / active EE | $9,270 | $2,749+237.2% | $4,137+124.1% | $4,274+116.9% |
| Admin fee / account holder | $9,721 | $4,433+119.3% | $6,673+45.7% | $7,775+25.0% |