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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 | $150,087 | $107,341+39.8% | $92,897+61.6% | $152,870-1.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 19.36% | 145.59%-126.2pp | 109.42%-90.1pp | 345.34%-326.0pp |
| Employer contribution / active EE | $5,433 | $4,221+28.7% | $3,653+48.7% | $4,763+14.1% |
| Participant deferral / active EE | $10,486 | $4,847+116.3% | $4,238+147.4% | $5,850+79.2% |
| Admin fee / account holder | $23,057 | $7,080+225.7% | $5,794+297.9% | $11,597+98.8% |