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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 | $163,459 | $102,393+59.6% | $147,041+11.2% | $80,911+102.0% |
| Participation rate | 81.7% | 75.9%+5.9pp | 82.2%-0.5pp | 67.6%+14.1pp |
| Annual return | 12.18% | 134.95%-122.8pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $4,055 | $3,715+9.1% | $4,935-17.8% | $2,756+47.1% |
| Participant deferral / active EE | $10,013 | $6,647+50.6% | $8,071+24.1% | $4,297+133.0% |
| Admin fee / account holder | $14,559 | $7,943+83.3% | $13,006+11.9% | $6,935+109.9% |