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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 | $145,295 | $96,643+50.3% | $86,617+67.7% | $139,456+4.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.05% | 106.57%-91.5pp | 591.91%-576.9pp | 373.45%-358.4pp |
| Employer contribution / active EE | $9,054 | $3,264+177.4% | $3,023+199.5% | $4,753+90.5% |
| Participant deferral / active EE | $17,302 | $4,835+257.8% | $4,437+289.9% | $6,711+157.8% |
| Admin fee / account holder | $1,223 | $6,406-80.9% | $5,613-78.2% | $11,407-89.3% |