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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 | $100,139+40.9% | $85,187+65.7% | $145,884-3.2% |
| Participation rate | 82.6% | 74.1%+8.5pp | 67.5%+15.1pp | 80.3%+2.3pp |
| Annual return | 18.18% | 84.15%-66.0pp | 66.67%-48.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $7,929 | $3,238+144.9% | $2,732+190.2% | $4,662+70.1% |
| Participant deferral / active EE | $13,201 | $5,296+149.3% | $4,525+191.7% | $6,690+97.3% |
| Admin fee / account holder | $10,202 | $7,262+40.5% | $6,162+65.6% | $13,392-23.8% |