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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 | $148,425 | $102,429+44.9% | $147,096+0.9% | $80,925+83.4% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.01% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,299 | $3,716-11.2% | $4,936-33.2% | $2,756+19.7% |
| Participant deferral / active EE | $7,743 | $6,649+16.5% | $8,071-4.1% | $4,299+80.1% |
| Admin fee / account holder | $21,406 | $7,957+169.0% | $13,005+64.6% | $6,940+208.4% |