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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 | $159,541 | $102,385+55.8% | $147,080+8.5% | $80,935+97.1% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 16.76% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $3,429 | $3,717-7.8% | $4,933-30.5% | $2,757+24.4% |
| Participant deferral / active EE | $8,140 | $6,651+22.4% | $8,066+0.9% | $4,299+89.3% |
| Admin fee / account holder | $9,543 | $7,951+20.0% | $12,989-26.5% | $6,924+37.8% |