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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 | $172,523 | $102,422+68.4% | $147,117+17.3% | $80,959+113.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 12.70% | 135.16%-122.5pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,379 | $3,717+44.7% | $4,932+9.0% | $2,757+95.1% |
| Participant deferral / active EE | $9,095 | $6,652+36.7% | $8,065+12.8% | $4,300+111.5% |
| Admin fee / account holder | $8,099 | $7,953+1.8% | $12,993-37.7% | $6,925+17.0% |