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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 | $144,737 | $111,814+29.4% | $93,654+54.5% | $145,959-0.8% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.5pp |
| Annual return | 31.32% | 203.30%-172.0pp | 133.34%-102.0pp | 561.95%-530.6pp |
| Employer contribution / active EE | $1,307 | $3,092-57.7% | $2,421-46.0% | $4,661-72.0% |
| Participant deferral / active EE | $2,346 | $4,914-52.3% | $4,413-46.8% | $6,689-64.9% |
| Admin fee / account holder | $39,848 | $10,246+288.9% | $8,282+381.1% | $13,398+197.4% |