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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 | $146,359 | $102,429+42.9% | $147,096-0.5% | $80,925+80.9% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 14.09% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $8,475 | $3,716+128.1% | $4,936+71.7% | $2,756+207.5% |
| Participant deferral / active EE | $9,348 | $6,649+40.6% | $8,071+15.8% | $4,299+117.5% |
| Admin fee / account holder | $8,421 | $7,957+5.8% | $13,005-35.2% | $6,940+21.3% |