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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 | $148,084 | $73,518+101.4% | $63,003+135.0% | $147,585+0.3% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.6pp | 82.8%+12.6pp |
| Annual return | 15.49% | 175.46%-160.0pp | 87.59%-72.1pp | 578.57%-563.1pp |
| Employer contribution / active EE | $9,352 | $3,322+181.5% | $2,760+238.8% | $4,876+91.8% |
| Participant deferral / active EE | $10,573 | $4,183+152.7% | $3,329+217.6% | $5,439+94.4% |
| Admin fee / account holder | $13,558 | $5,952+127.8% | $3,600+276.6% | $10,885+24.6% |