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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 | $142,498 | $99,652+43.0% | $78,778+80.9% | $147,586-3.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 14.76% | 47.28%-32.5pp | 35.62%-20.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $8,521 | $2,796+204.8% | $1,986+329.1% | $4,876+74.7% |
| Participant deferral / active EE | $6,600 | $3,664+80.2% | $2,958+123.1% | $5,439+21.4% |
| Admin fee / account holder | $330 | $7,155-95.4% | $5,134-93.6% | $10,886-97.0% |