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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 | $152,387 | $105,198+44.9% | $159,455-4.4% | $85,856+77.5% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 15.09% | 45.08%-30.0pp | 263.63%-248.5pp | 318.58%-303.5pp |
| Employer contribution / active EE | $3,988 | $3,319+20.2% | $4,830-17.4% | $2,565+55.5% |
| Participant deferral / active EE | $9,161 | $5,946+54.1% | $7,353+24.6% | $3,952+131.8% |
| Admin fee / account holder | $12,160 | $6,934+75.4% | $10,800+12.6% | $6,261+94.2% |