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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 | $173,898 | $102,422+69.8% | $147,117+18.2% | $80,959+114.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 78.75% | 135.16%-56.4pp | 420.54%-341.8pp | 35.67%+43.1pp |
| Employer contribution / active EE | $1,465 | $3,717-60.6% | $4,932-70.3% | $2,757-46.9% |
| Participant deferral / active EE | $5,740 | $6,652-13.7% | $8,065-28.8% | $4,300+33.5% |
| Admin fee / account holder | $4,953 | $7,953-37.7% | $12,993-61.9% | $6,925-28.5% |