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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 | $152,079 | $105,198+44.6% | $159,455-4.6% | $85,856+77.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 13.83% | 45.08%-31.2pp | 263.63%-249.8pp | 318.58%-304.8pp |
| Employer contribution / active EE | $11,647 | $3,319+250.9% | $4,830+141.1% | $2,565+354.1% |
| Participant deferral / active EE | $5,912 | $5,946-0.6% | $7,353-19.6% | $3,952+49.6% |
| Admin fee / account holder | $6,764 | $6,934-2.4% | $10,800-37.4% | $6,261+8.0% |