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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 | $147,758 | $102,429+44.3% | $147,096+0.5% | $80,925+82.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 24.87% | 135.02%-110.2pp | 419.75%-394.9pp | 35.65%-10.8pp |
| Employer contribution / active EE | $4,746 | $3,716+27.7% | $4,936-3.8% | $2,756+72.2% |
| Participant deferral / active EE | $7,405 | $6,649+11.4% | $8,071-8.3% | $4,299+72.3% |
| Admin fee / account holder | $1,444 | $7,957-81.9% | $13,005-88.9% | $6,940-79.2% |