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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 | $148,222 | $102,595+44.5% | $94,057+57.6% | $154,746-4.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 12.16% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $13,234 | $3,147+320.5% | $2,933+351.2% | $4,379+202.2% |
| Participant deferral / active EE | $4,802 | $5,118-6.2% | $4,709+2.0% | $6,730-28.6% |
| Admin fee / account holder | $563 | $7,736-92.7% | $7,244-92.2% | $14,365-96.1% |