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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 | $148,985 | $96,691+54.1% | $86,656+71.9% | $139,487+6.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 18.06% | 106.87%-88.8pp | 593.09%-575.0pp | 373.84%-355.8pp |
| Employer contribution / active EE | $4,582 | $3,267+40.3% | $3,025+51.4% | $4,755-3.6% |
| Participant deferral / active EE | $10,540 | $4,838+117.9% | $4,439+137.4% | $6,713+57.0% |
| Admin fee / account holder | $8,849 | $6,414+38.0% | $5,619+57.5% | $11,407-22.4% |