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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 | $156,118 | $102,429+52.4% | $147,096+6.1% | $80,925+92.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 14.81% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,579 | $3,716-3.7% | $4,936-27.5% | $2,756+29.9% |
| Participant deferral / active EE | $9,498 | $6,649+42.9% | $8,071+17.7% | $4,299+121.0% |
| Admin fee / account holder | $25,193 | $7,957+216.6% | $13,005+93.7% | $6,940+263.0% |