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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 | $166,890 | $150,435+10.9% | $120,580+38.4% | $145,897+14.4% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 15.79% | 154.60%-138.8pp | 107.48%-91.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,565 | $4,352-64.0% | $3,469-54.9% | $4,663-66.4% |
| Participant deferral / active EE | $4,886 | $6,174-20.9% | $4,995-2.2% | $6,689-27.0% |
| Admin fee / account holder | $398 | $12,182-96.7% | $9,418-95.8% | $13,390-97.0% |