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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 | $158,348 | $102,429+54.6% | $147,096+7.6% | $80,925+95.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 15.12% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,745 | $3,716+0.8% | $4,936-24.1% | $2,756+35.9% |
| Participant deferral / active EE | $10,128 | $6,649+52.3% | $8,071+25.5% | $4,299+135.6% |
| Admin fee / account holder | $5,492 | $7,957-31.0% | $13,005-57.8% | $6,940-20.9% |