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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 | $152,411 | $102,422+48.8% | $147,117+3.6% | $80,959+88.3% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 18.37% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,276 | $3,717-38.8% | $4,932-53.9% | $2,757-17.4% |
| Participant deferral / active EE | $8,192 | $6,652+23.1% | $8,065+1.6% | $4,300+90.5% |
| Admin fee / account holder | $555 | $7,953-93.0% | $12,993-95.7% | $6,925-92.0% |