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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 | $102,382+64.4% | $147,005+14.5% | $80,874+108.1% |
| Participation rate | 76.8% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 21.06% | 134.89%-113.8pp | 418.76%-397.7pp | 35.62%-14.6pp |
| Employer contribution / active EE | $4,091 | $3,715+10.1% | $4,934-17.1% | $2,756+48.5% |
| Participant deferral / active EE | $9,808 | $6,646+47.6% | $8,070+21.5% | $4,297+128.3% |
| Admin fee / account holder | $34,809 | $7,942+338.3% | $13,006+167.6% | $6,935+401.9% |