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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 | $141,786 | $111,814+26.8% | $93,654+51.4% | $145,959-2.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 14.51% | 203.30%-188.8pp | 133.34%-118.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,802 | $3,092-9.4% | $2,421+15.7% | $4,661-39.9% |
| Participant deferral / active EE | $7,019 | $4,914+42.8% | $4,413+59.1% | $6,689+4.9% |
| Admin fee / account holder | $5,418 | $10,246-47.1% | $8,282-34.6% | $13,398-59.6% |