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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 | $141,685 | $105,198+34.7% | $159,455-11.1% | $85,856+65.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 13.20% | 45.08%-31.9pp | 263.63%-250.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $4,725 | $3,319+42.4% | $4,830-2.2% | $2,565+84.2% |
| Participant deferral / active EE | $10,983 | $5,946+84.7% | $7,353+49.4% | $3,952+177.9% |
| Admin fee / account holder | $28,135 | $6,934+305.7% | $10,800+160.5% | $6,261+349.4% |