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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 | $102,429+68.4% | $147,096+17.3% | $80,925+113.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,379 | $3,716+44.8% | $4,936+9.0% | $2,756+95.1% |
| Participant deferral / active EE | $9,095 | $6,649+36.8% | $8,071+12.7% | $4,299+111.6% |
| Admin fee / account holder | $8,099 | $7,957+1.8% | $13,005-37.7% | $6,940+16.7% |