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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 | $153,020 | $65,566+133.4% | $86,235+77.4% | $75,177+103.5% |
| Participation rate | 87.4% | 60.5%+26.9pp | 69.0%+18.4pp | 67.2%+20.2pp |
| Annual return | 18.14% | 46.07%-27.9pp | 1170.03%-1151.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,527 | $1,553-1.7% | $2,381-35.9% | $2,671-42.8% |
| Participant deferral / active EE | $6,116 | $3,023+102.3% | $3,987+53.4% | $4,126+48.2% |
| Admin fee / account holder | $8,318 | $5,470+52.1% | $6,856+21.3% | $5,651+47.2% |