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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 | $102,385+41.2% | $147,080-1.7% | $80,935+78.6% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 23.48% | 135.09%-111.6pp | 420.17%-396.7pp | 35.66%-12.2pp |
| Employer contribution / active EE | $5,321 | $3,717+43.2% | $4,933+7.9% | $2,757+93.0% |
| Participant deferral / active EE | $7,053 | $6,651+6.0% | $8,066-12.6% | $4,299+64.0% |
| Admin fee / account holder | $7,915 | $7,951-0.5% | $12,989-39.1% | $6,924+14.3% |