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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 | $146,627 | $102,422+43.2% | $147,117-0.3% | $80,959+81.1% |
| Participation rate | 77.4% | 75.9%+1.5pp | 82.2%-4.8pp | 67.7%+9.7pp |
| Annual return | 22.04% | 135.16%-113.1pp | 420.54%-398.5pp | 35.67%-13.6pp |
| Employer contribution / active EE | $3,550 | $3,717-4.5% | $4,932-28.0% | $2,757+28.7% |
| Participant deferral / active EE | $10,095 | $6,652+51.8% | $8,065+25.2% | $4,300+134.7% |
| Admin fee / account holder | $13,497 | $7,953+69.7% | $12,993+3.9% | $6,925+94.9% |