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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 | $141,146 | $99,921+41.3% | $85,009+66.0% | $145,959-3.3% |
| Participation rate | 82.6% | 74.1%+8.5pp | 67.5%+15.1pp | 80.3%+2.3pp |
| Annual return | 18.18% | 83.89%-65.7pp | 66.47%-48.3pp | 561.95%-543.8pp |
| Employer contribution / active EE | $7,929 | $3,233+145.3% | $2,728+190.6% | $4,661+70.1% |
| Participant deferral / active EE | $13,201 | $5,293+149.4% | $4,522+192.0% | $6,689+97.4% |
| Admin fee / account holder | $10,202 | $7,252+40.7% | $6,153+65.8% | $13,398-23.9% |