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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 | $186,559 | $102,385+82.2% | $147,080+26.8% | $80,935+130.5% |
| Participation rate | 98.6% | 75.9%+22.8pp | 82.2%+16.4pp | 67.7%+31.0pp |
| Annual return | 26.31% | 135.09%-108.8pp | 420.17%-393.9pp | 35.66%-9.4pp |
| Employer contribution / active EE | $2,939 | $3,717-20.9% | $4,933-40.4% | $2,757+6.6% |
| Participant deferral / active EE | $9,418 | $6,651+41.6% | $8,066+16.8% | $4,299+119.1% |
| Admin fee / account holder | $27,290 | $7,951+243.2% | $12,989+110.1% | $6,924+294.1% |