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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 | $134,186 | $70,366+90.7% | $66,674+101.3% | $138,895-3.4% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.7%+11.3pp | 79.9%+5.1pp |
| Annual return | 17.33% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $14,006 | $2,765+406.5% | $2,620+434.6% | $4,194+233.9% |
| Participant deferral / active EE | $13,199 | $4,374+201.8% | $4,084+223.2% | $6,396+106.4% |
| Admin fee / account holder | $2,202 | $5,262-58.2% | $5,098-56.8% | $12,562-82.5% |