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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 | $145,198 | $102,422+41.8% | $147,117-1.3% | $80,959+79.3% |
| Participation rate | 90.8% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 18.21% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $6,953 | $3,717+87.0% | $4,932+41.0% | $2,757+152.2% |
| Participant deferral / active EE | $7,771 | $6,652+16.8% | $8,065-3.6% | $4,300+80.7% |
| Admin fee / account holder | $5,133 | $7,953-35.5% | $12,993-60.5% | $6,925-25.9% |