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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 | $176,912 | $102,595+72.4% | $94,057+88.1% | $154,746+14.3% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 10.37% | 583.42%-573.1pp | 480.62%-470.3pp | 172.34%-162.0pp |
| Employer contribution / active EE | $4,132 | $3,147+31.3% | $2,933+40.9% | $4,379-5.6% |
| Participant deferral / active EE | $7,416 | $5,118+44.9% | $4,709+57.5% | $6,730+10.2% |
| Admin fee / account holder | $62,981 | $7,736+714.1% | $7,244+769.4% | $14,365+338.4% |