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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 | $102,382+43.0% | $147,005-0.4% | $80,874+81.0% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 14.09% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $8,475 | $3,715+128.1% | $4,934+71.8% | $2,756+207.5% |
| Participant deferral / active EE | $9,348 | $6,646+40.6% | $8,070+15.8% | $4,297+117.5% |
| Admin fee / account holder | $8,421 | $7,942+6.0% | $13,006-35.3% | $6,935+21.4% |