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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 | $161,452 | $102,382+57.7% | $147,005+9.8% | $80,874+99.6% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 18.84% | 134.89%-116.1pp | 418.76%-399.9pp | 35.62%-16.8pp |
| Employer contribution / active EE | $4,146 | $3,715+11.6% | $4,934-16.0% | $2,756+50.5% |
| Participant deferral / active EE | $9,778 | $6,646+47.1% | $8,070+21.2% | $4,297+127.6% |
| Admin fee / account holder | $11,174 | $7,942+40.7% | $13,006-14.1% | $6,935+61.1% |