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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 | $99,995+73.5% | $85,063+103.9% | $145,978+18.8% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 15.72% | 83.99%-68.3pp | 66.54%-50.8pp | 550.52%-534.8pp |
| Employer contribution / active EE | $5,115 | $3,231+58.3% | $2,727+87.6% | $4,662+9.7% |
| Participant deferral / active EE | $10,313 | $5,295+94.8% | $4,523+128.0% | $6,690+54.2% |
| Admin fee / account holder | $14,091 | $7,255+94.2% | $6,155+128.9% | $13,400+5.2% |