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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 | $147,561 | $103,008+43.3% | $90,304+63.4% | $152,897-3.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 19.05% | 95.22%-76.2pp | 78.13%-59.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,261 | $3,139-59.8% | $2,855-55.8% | $4,764-73.5% |
| Participant deferral / active EE | $8,775 | $4,281+105.0% | $3,885+125.9% | $5,851+50.0% |
| Admin fee / account holder | $4,915 | $6,175-20.4% | $5,354-8.2% | $11,599-57.6% |