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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 | $125,190+18.2% | $105,624+40.1% | $145,897+1.4% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.65% | 225.22%-210.6pp | 116.20%-101.6pp | 552.29%-537.6pp |
| Employer contribution / active EE | $6,015 | $3,720+61.7% | $3,168+89.9% | $4,663+29.0% |
| Participant deferral / active EE | $2,277 | $5,716-60.2% | $5,013-54.6% | $6,689-66.0% |
| Admin fee / account holder | $6,046 | $17,138-64.7% | $10,961-44.8% | $13,390-54.8% |