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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 | $197,158 | $102,429+92.5% | $147,096+34.0% | $80,925+143.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 16.67% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $4,082 | $3,716+9.9% | $4,936-17.3% | $2,756+48.1% |
| Participant deferral / active EE | $10,804 | $6,649+62.5% | $8,071+33.9% | $4,299+151.3% |
| Admin fee / account holder | $9,610 | $7,957+20.8% | $13,005-26.1% | $6,940+38.5% |