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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 | $148,208 | $102,382+44.8% | $147,005+0.8% | $80,874+83.3% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 15.52% | 134.89%-119.4pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $4,268 | $3,715+14.9% | $4,934-13.5% | $2,756+54.9% |
| Participant deferral / active EE | $6,722 | $6,646+1.1% | $8,070-16.7% | $4,297+56.4% |
| Admin fee / account holder | $743 | $7,942-90.6% | $13,006-94.3% | $6,935-89.3% |