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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 | $102,429+41.1% | $147,096-1.7% | $80,925+78.6% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 23.48% | 135.02%-111.5pp | 419.75%-396.3pp | 35.65%-12.2pp |
| Employer contribution / active EE | $5,321 | $3,716+43.2% | $4,936+7.8% | $2,756+93.0% |
| Participant deferral / active EE | $7,053 | $6,649+6.1% | $8,071-12.6% | $4,299+64.1% |
| Admin fee / account holder | $7,915 | $7,957-0.5% | $13,005-39.1% | $6,940+14.1% |