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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 | $147,962 | $125,237+18.1% | $105,608+40.1% | $145,877+1.4% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.65% | 225.76%-211.1pp | 116.50%-101.9pp | 551.28%-536.6pp |
| Employer contribution / active EE | $6,015 | $3,720+61.7% | $3,167+89.9% | $4,663+29.0% |
| Participant deferral / active EE | $2,277 | $5,711-60.1% | $5,010-54.5% | $6,691-66.0% |
| Admin fee / account holder | $6,046 | $17,287-65.0% | $11,028-45.2% | $13,402-54.9% |