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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 | $102,393+52.4% | $147,041+6.1% | $80,911+92.9% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.81% | 134.95%-121.1pp | 419.21%-405.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $3,727 | $3,715+0.3% | $4,935-24.5% | $2,756+35.3% |
| Participant deferral / active EE | $9,396 | $6,647+41.4% | $8,071+16.4% | $4,297+118.6% |
| Admin fee / account holder | $13,402 | $7,943+68.7% | $13,006+3.0% | $6,935+93.3% |