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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 | $145,876 | $105,210+38.7% | $159,487-8.5% | $85,851+69.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 16.51% | 45.08%-28.6pp | 263.71%-247.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $3,021 | $3,319-9.0% | $4,831-37.5% | $2,565+17.8% |
| Participant deferral / active EE | $7,353 | $5,946+23.7% | $7,3540% | $3,952+86.0% |
| Admin fee / account holder | $2,373 | $6,934-65.8% | $10,804-78.0% | $6,261-62.1% |