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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 | $183,501 | $102,422+79.2% | $147,117+24.7% | $80,959+126.7% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 17.71% | 135.16%-117.4pp | 420.54%-402.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,083 | $3,717-44.0% | $4,932-57.8% | $2,757-24.4% |
| Participant deferral / active EE | $7,324 | $6,652+10.1% | $8,065-9.2% | $4,300+70.3% |
| Admin fee / account holder | $24,426 | $7,953+207.1% | $12,993+88.0% | $6,925+252.7% |