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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 | $100,073+73.4% | $85,126+103.8% | $145,877+18.9% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 15.72% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,115 | $3,236+58.1% | $2,731+87.3% | $4,663+9.7% |
| Participant deferral / active EE | $10,313 | $5,294+94.8% | $4,523+128.0% | $6,691+54.1% |
| Admin fee / account holder | $14,091 | $7,261+94.1% | $6,160+128.7% | $13,402+5.1% |