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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 | $135,617 | $110,039+23.2% | $97,260+39.4% | $145,884-7.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 9.79% | 244.44%-234.7pp | 75.54%-65.8pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,591 | $3,074+49.3% | $2,721+68.7% | $4,662-1.5% |
| Participant deferral / active EE | $9,691 | $4,674+107.3% | $4,262+127.4% | $6,690+44.9% |
| Admin fee / account holder | $15,029 | $6,204+142.3% | $5,640+166.5% | $13,392+12.2% |