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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 | $144,561 | $102,382+41.2% | $147,005-1.7% | $80,874+78.7% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 23.48% | 134.89%-111.4pp | 418.76%-395.3pp | 35.62%-12.1pp |
| Employer contribution / active EE | $5,321 | $3,715+43.2% | $4,934+7.8% | $2,756+93.1% |
| Participant deferral / active EE | $7,053 | $6,646+6.1% | $8,070-12.6% | $4,297+64.1% |
| Admin fee / account holder | $7,915 | $7,942-0.3% | $13,006-39.1% | $6,935+14.1% |