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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 | $102,429+53.7% | $147,096+7.1% | $80,925+94.6% |
| Participation rate | 90.5% | 75.9%+14.7pp | 82.2%+8.4pp | 67.7%+22.9pp |
| Annual return | 14.21% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,584 | $3,716-3.5% | $4,936-27.4% | $2,756+30.0% |
| Participant deferral / active EE | $8,413 | $6,649+26.5% | $8,071+4.2% | $4,299+95.7% |
| Admin fee / account holder | $31,922 | $7,957+301.2% | $13,005+145.5% | $6,940+360.0% |