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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 | $100,073+41.0% | $85,126+65.8% | $145,877-3.2% |
| Participation rate | 82.6% | 74.1%+8.5pp | 67.5%+15.1pp | 80.3%+2.3pp |
| Annual return | 18.18% | 84.11%-65.9pp | 66.63%-48.4pp | 551.28%-533.1pp |
| Employer contribution / active EE | $7,929 | $3,236+145.0% | $2,731+190.3% | $4,663+70.0% |
| Participant deferral / active EE | $13,201 | $5,294+149.4% | $4,523+191.8% | $6,691+97.3% |
| Admin fee / account holder | $10,202 | $7,261+40.5% | $6,160+65.6% | $13,402-23.9% |