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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 | $151,984 | $185,856-18.2% | $170,028-10.6% | $139,456+9.0% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.6pp | 80.3%+15.3pp |
| Annual return | 21.24% | 60.52%-39.3pp | 53.39%-32.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $4,000 | $7,593-47.3% | $6,788-41.1% | $4,753-15.8% |
| Participant deferral / active EE | $9,927 | $11,623-14.6% | $10,409-4.6% | $6,711+47.9% |
| Admin fee / account holder | $19,437 | $15,387+26.3% | $12,820+51.6% | $11,407+70.4% |