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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 | $156,041 | $102,385+52.4% | $147,080+6.1% | $80,935+92.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 13.81% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,727 | $3,717+0.3% | $4,933-24.4% | $2,757+35.2% |
| Participant deferral / active EE | $9,396 | $6,651+41.3% | $8,066+16.5% | $4,299+118.5% |
| Admin fee / account holder | $13,402 | $7,951+68.5% | $12,989+3.2% | $6,924+93.5% |