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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 | $102,385+53.8% | $147,080+7.1% | $80,935+94.6% |
| Participation rate | 90.5% | 75.9%+14.7pp | 82.2%+8.4pp | 67.7%+22.9pp |
| Annual return | 14.21% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,584 | $3,717-3.6% | $4,933-27.3% | $2,757+30.0% |
| Participant deferral / active EE | $8,413 | $6,651+26.5% | $8,066+4.3% | $4,299+95.7% |
| Admin fee / account holder | $31,922 | $7,951+301.5% | $12,989+145.8% | $6,924+361.0% |