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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 | $141,961 | $52,353+171.2% | $120,225+18.1% | $82,448+72.2% |
| Participation rate | 75.0% | 58.3%+16.7pp | 69.6%+5.4pp | 68.1%+6.9pp |
| Annual return | 18.85% | 61.85%-43.0pp | 439.23%-420.4pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,826 | $1,510+87.1% | $3,475-18.7% | $2,551+10.8% |
| Participant deferral / active EE | $10,264 | $2,627+290.8% | $3,999+156.7% | $4,139+148.0% |
| Admin fee / account holder | $19,176 | $4,363+339.5% | $5,696+236.6% | $7,234+165.1% |