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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 | $177,996 | $114,093+56.0% | $96,171+85.1% | $167,536+6.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 10.48% | 190.00%-179.5pp | 192.04%-181.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,189 | $3,429-65.3% | $2,799-57.5% | $4,839-75.4% |
| Participant deferral / active EE | $2,146 | $5,197-58.7% | $4,350-50.7% | $6,342-66.2% |
| Admin fee / account holder | $10,346 | $6,899+50.0% | $5,538+86.8% | $12,315-16.0% |