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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 | $168,316 | $102,422+64.3% | $147,117+14.4% | $80,959+107.9% |
| Participation rate | 76.8% | 75.9%+0.9pp | 82.2%-5.4pp | 67.7%+9.1pp |
| Annual return | 21.06% | 135.16%-114.1pp | 420.54%-399.5pp | 35.67%-14.6pp |
| Employer contribution / active EE | $4,091 | $3,717+10.1% | $4,932-17.1% | $2,757+48.4% |
| Participant deferral / active EE | $9,808 | $6,652+47.4% | $8,065+21.6% | $4,300+128.1% |
| Admin fee / account holder | $34,809 | $7,953+337.7% | $12,993+167.9% | $6,925+402.6% |