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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 | $146,231 | $183,592-20.3% | $155,574-6.0% | $145,877+0.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 10.71% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $11,302 | $5,317+112.6% | $4,676+141.7% | $4,663+142.4% |
| Participant deferral / active EE | $12,136 | $6,466+87.7% | $5,629+115.6% | $6,691+81.4% |
| Admin fee / account holder | $6,532 | $19,316-66.2% | $15,914-59.0% | $13,402-51.3% |