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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 | $146,548 | $183,516-20.1% | $155,534-5.8% | $145,884+0.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.99% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $11,924 | $5,315+124.4% | $4,675+155.1% | $4,662+155.8% |
| Participant deferral / active EE | $8,103 | $6,467+25.3% | $5,630+43.9% | $6,690+21.1% |
| Admin fee / account holder | $3,151 | $19,293-83.7% | $15,900-80.2% | $13,392-76.5% |