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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 | $164,086 | $96,691+69.7% | $86,656+89.4% | $139,487+17.6% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 12.15% | 106.87%-94.7pp | 593.09%-580.9pp | 373.84%-361.7pp |
| Employer contribution / active EE | $4,724 | $3,267+44.6% | $3,025+56.2% | $4,755-0.6% |
| Participant deferral / active EE | $7,207 | $4,838+49.0% | $4,439+62.4% | $6,713+7.4% |
| Admin fee / account holder | $14,954 | $6,414+133.1% | $5,619+166.1% | $11,407+31.1% |