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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 | $132,366 | $175,231-24.5% | $149,696-11.6% | $139,466-5.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.56% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $11,023 | $5,478+101.2% | $4,821+128.7% | $4,754+131.9% |
| Participant deferral / active EE | $2,278 | $6,521-65.1% | $5,682-59.9% | $6,712-66.1% |
| Admin fee / account holder | $11,824 | $16,155-26.8% | $13,212-10.5% | $11,409+3.6% |