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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 | $158,160 | $111,785+41.5% | $93,669+68.9% | $145,877+8.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 7.90% | 203.79%-195.9pp | 133.59%-125.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $5,488 | $3,096+77.3% | $2,424+126.5% | $4,663+17.7% |
| Participant deferral / active EE | $11,000 | $4,919+123.6% | $4,416+149.1% | $6,691+64.4% |
| Admin fee / account holder | $1,738 | $10,256-83.1% | $8,291-79.0% | $13,402-87.0% |