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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 | $150,452 | $108,942+38.1% | $100,415+49.8% | $145,897+3.1% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.1pp | 80.3%+15.3pp |
| Annual return | 14.91% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,467 | $4,422-21.6% | $3,943-12.1% | $4,663-25.6% |
| Participant deferral / active EE | $7,835 | $8,461-7.4% | $8,091-3.2% | $6,689+17.1% |
| Admin fee / account holder | $2,815 | $9,702-71.0% | $7,906-64.4% | $13,390-79.0% |