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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 | $184,940 | $102,429+80.6% | $147,096+25.7% | $80,925+128.5% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 13.37% | 135.02%-121.6pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,777 | $3,716-25.3% | $4,936-43.7% | $2,756+0.7% |
| Participant deferral / active EE | $9,816 | $6,649+47.6% | $8,071+21.6% | $4,299+128.4% |
| Admin fee / account holder | $30,833 | $7,957+287.5% | $13,005+137.1% | $6,940+344.3% |