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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 | $146,597 | $102,382+43.2% | $147,005-0.3% | $80,874+81.3% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 14.56% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $4,218 | $3,715+13.6% | $4,934-14.5% | $2,756+53.1% |
| Participant deferral / active EE | $8,654 | $6,646+30.2% | $8,070+7.2% | $4,297+101.4% |
| Admin fee / account holder | $10,562 | $7,942+33.0% | $13,006-18.8% | $6,935+52.3% |