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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 | $149,930 | $102,429+46.4% | $147,096+1.9% | $80,925+85.3% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 13.68% | 135.02%-121.3pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $4,209 | $3,716+13.3% | $4,936-14.7% | $2,756+52.7% |
| Participant deferral / active EE | $8,823 | $6,649+32.7% | $8,071+9.3% | $4,299+105.3% |
| Admin fee / account holder | $8,796 | $7,957+10.5% | $13,005-32.4% | $6,940+26.7% |