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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 | $143,991 | $107,363+34.1% | $92,909+55.0% | $152,897-5.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.5%+13.0pp |
| Annual return | 30.54% | 145.63%-115.1pp | 109.44%-78.9pp | 345.43%-314.9pp |
| Employer contribution / active EE | $3,654 | $4,222-13.5% | $3,6530% | $4,764-23.3% |
| Participant deferral / active EE | $8,006 | $4,848+65.1% | $4,238+88.9% | $5,851+36.8% |
| Admin fee / account holder | $9,360 | $7,082+32.2% | $5,795+61.5% | $11,599-19.3% |