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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 | $146,263 | $115,810+26.3% | $101,271+44.4% | $158,966-8.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 16.04% | 56.15%-40.1pp | 46.48%-30.4pp | 302.95%-286.9pp |
| Employer contribution / active EE | $6,122 | $4,175+46.6% | $3,660+67.3% | $4,762+28.5% |
| Participant deferral / active EE | $4,209 | $4,958-15.1% | $4,371-3.7% | $5,983-29.7% |
| Admin fee / account holder | $3,072 | $7,248-57.6% | $5,948-48.3% | $11,250-72.7% |