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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 | $113,713 | $63,342+79.5% | $92,236+23.3% | $70,131+62.1% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 16.92% | 530.15%-513.2pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,372 | $2,471-4.0% | $3,679-35.5% | $2,342+1.3% |
| Participant deferral / active EE | $5,283 | $2,854+85.1% | $3,897+35.6% | $3,332+58.6% |
| Admin fee / account holder | $5,522 | $3,840+43.8% | $5,194+6.3% | $4,645+18.9% |