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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 | $173,481 | $99,921+73.6% | $85,009+104.1% | $145,959+18.9% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 15.72% | 83.89%-68.2pp | 66.47%-50.7pp | 561.95%-546.2pp |
| Employer contribution / active EE | $5,115 | $3,233+58.2% | $2,728+87.5% | $4,661+9.7% |
| Participant deferral / active EE | $10,313 | $5,293+94.8% | $4,522+128.1% | $6,689+54.2% |
| Admin fee / account holder | $14,091 | $7,252+94.3% | $6,153+129.0% | $13,398+5.2% |