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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 | $163,320 | $111,830+46.0% | $93,696+74.3% | $145,884+12.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 12.11% | 204.08%-192.0pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,925 | $3,093+91.6% | $2,422+144.7% | $4,662+27.1% |
| Participant deferral / active EE | $22,382 | $4,920+354.9% | $4,417+406.8% | $6,690+234.6% |
| Admin fee / account holder | $62,361 | $10,249+508.5% | $8,287+652.5% | $13,392+365.7% |