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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 | $178,105 | $106,918+66.6% | $84,021+112.0% | $152,897+16.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 22.78% | 105.01%-82.2pp | 71.32%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $4,323 | $2,735+58.1% | $1,984+117.9% | $4,764-9.2% |
| Participant deferral / active EE | $7,345 | $4,012+83.1% | $3,239+126.8% | $5,851+25.5% |
| Admin fee / account holder | $2,703 | $8,288-67.4% | $6,102-55.7% | $11,599-76.7% |