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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 | $146,090 | $107,368+36.1% | $92,915+57.2% | $152,909-4.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 19.78% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $6,201 | $4,222+46.9% | $3,653+69.7% | $4,764+30.2% |
| Participant deferral / active EE | $2,299 | $4,848-52.6% | $4,238-45.8% | $5,851-60.7% |
| Admin fee / account holder | $3,129 | $7,082-55.8% | $5,796-46.0% | $11,601-73.0% |