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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 | $156,638 | $105,200+48.9% | $159,474-1.8% | $85,847+82.5% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 13.24% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,264 | $3,319-1.6% | $4,831-32.4% | $2,565+27.2% |
| Participant deferral / active EE | $7,942 | $5,946+33.6% | $7,353+8.0% | $3,952+100.9% |
| Admin fee / account holder | $10,205 | $6,934+47.2% | $10,802-5.5% | $6,261+63.0% |