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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 | $147,461 | $102,422+44.0% | $147,117+0.2% | $80,959+82.1% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.7%+6.4pp |
| Annual return | 22.27% | 135.16%-112.9pp | 420.54%-398.3pp | 35.67%-13.4pp |
| Employer contribution / active EE | $3,234 | $3,717-13.0% | $4,932-34.4% | $2,757+17.3% |
| Participant deferral / active EE | $8,401 | $6,652+26.3% | $8,065+4.2% | $4,300+95.4% |
| Admin fee / account holder | $12,077 | $7,953+51.8% | $12,993-7.1% | $6,925+74.4% |