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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 | $144,450 | $108,897+32.6% | $100,378+43.9% | $145,877-1.0% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.79% | 58.17%-44.4pp | 49.41%-35.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,938 | $4,420+11.7% | $3,942+25.3% | $4,663+5.9% |
| Participant deferral / active EE | $18,143 | $8,455+114.6% | $8,087+124.3% | $6,691+171.2% |
| Admin fee / account holder | $42,024 | $9,690+333.7% | $7,899+432.0% | $13,402+213.6% |