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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 | $191,594 | $105,200+82.1% | $159,474+20.1% | $85,847+123.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 19.01% | 45.08%-26.1pp | 263.68%-244.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $3,358 | $3,319+1.2% | $4,831-30.5% | $2,565+30.9% |
| Participant deferral / active EE | $9,861 | $5,946+65.9% | $7,353+34.1% | $3,952+149.5% |
| Admin fee / account holder | $33,368 | $6,934+381.2% | $10,802+208.9% | $6,261+433.0% |