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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 | $154,598 | $72,071+114.5% | $68,368+126.1% | $137,256+12.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 14.36% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,249 | $2,788+16.5% | $2,649+22.7% | $4,156-21.8% |
| Participant deferral / active EE | $8,677 | $4,410+96.8% | $4,123+110.5% | $6,407+35.4% |
| Admin fee / account holder | $7,530 | $5,336+41.1% | $5,150+46.2% | $12,270-38.6% |