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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 | $146,395 | $78,705+86.0% | $117,860+24.2% | $70,124+108.8% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.0pp | 69.5%+16.2pp |
| Annual return | 20.61% | 23.30%-2.7pp | 335.10%-314.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,245 | $2,223+1.0% | $3,786-40.7% | $2,342-4.2% |
| Participant deferral / active EE | $2,956 | $3,297-10.4% | $4,482-34.1% | $3,332-11.3% |
| Admin fee / account holder | $8,469 | $5,065+67.2% | $8,021+5.6% | $4,645+82.3% |