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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 | $183,191 | $111,830+63.8% | $93,696+95.5% | $145,884+25.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 15.44% | 204.08%-188.6pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,310 | $3,093-25.3% | $2,422-4.6% | $4,662-50.5% |
| Participant deferral / active EE | $4,877 | $4,920-0.9% | $4,417+10.4% | $6,690-27.1% |
| Admin fee / account holder | $38,579 | $10,249+276.4% | $8,287+365.6% | $13,392+188.1% |