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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 | $158,409 | $105,210+50.6% | $159,487-0.7% | $85,851+84.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 14.15% | 45.08%-30.9pp | 263.71%-249.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $2,862 | $3,319-13.8% | $4,831-40.8% | $2,565+11.6% |
| Participant deferral / active EE | $10,639 | $5,946+78.9% | $7,354+44.7% | $3,952+169.2% |
| Admin fee / account holder | $9,112 | $6,934+31.4% | $10,804-15.7% | $6,261+45.5% |