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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 | $134,462 | $72,071+86.6% | $68,368+96.7% | $137,256-2.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 16.09% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,683 | $2,788+103.9% | $2,649+114.6% | $4,156+36.7% |
| Participant deferral / active EE | $13,144 | $4,410+198.1% | $4,123+218.8% | $6,407+105.2% |
| Admin fee / account holder | $14,820 | $5,336+177.8% | $5,150+187.8% | $12,270+20.8% |