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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 | $123,984 | $68,412+81.2% | $94,679+31.0% | $75,181+64.9% |
| Participation rate | 78.6% | 76.1%+2.5pp | 80.8%-2.3pp | 67.2%+11.4pp |
| Annual return | 20.45% | 616.91%-596.5pp | 156.75%-136.3pp | 160.69%-140.2pp |
| Employer contribution / active EE | $702 | $2,701-74.0% | $3,673-80.9% | $2,671-73.7% |
| Participant deferral / active EE | $8,064 | $6,537+23.4% | $7,417+8.7% | $4,126+95.5% |
| Admin fee / account holder | $2,981 | $5,326-44.0% | $7,233-58.8% | $5,650-47.2% |