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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 | $157,479 | $102,382+53.8% | $147,005+7.1% | $80,874+94.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 14.21% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,584 | $3,715-3.5% | $4,934-27.4% | $2,756+30.1% |
| Participant deferral / active EE | $8,413 | $6,646+26.6% | $8,070+4.3% | $4,297+95.8% |
| Admin fee / account holder | $31,922 | $7,942+301.9% | $13,006+145.4% | $6,935+360.3% |