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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 | $146,623 | $84,708+73.1% | $75,714+93.7% | $167,536-12.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 15.60% | 199.62%-184.0pp | 104.62%-89.0pp | 478.82%-463.2pp |
| Employer contribution / active EE | $5,011 | $3,231+55.1% | $2,744+82.6% | $4,839+3.5% |
| Participant deferral / active EE | $5,342 | $4,577+16.7% | $3,820+39.8% | $6,342-15.8% |
| Admin fee / account holder | $2,907 | $5,358-45.7% | $3,619-19.7% | $12,315-76.4% |