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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 | $102,385+45.0% | $147,080+0.9% | $80,935+83.4% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.01% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,299 | $3,717-11.2% | $4,933-33.1% | $2,757+19.7% |
| Participant deferral / active EE | $7,743 | $6,651+16.4% | $8,066-4.0% | $4,299+80.1% |
| Admin fee / account holder | $21,406 | $7,951+169.2% | $12,989+64.8% | $6,924+209.1% |