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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 | $149,200 | $138,076+8.1% | $123,553+20.8% | $135,380+10.2% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | 14.43% | 153.70%-139.3pp | 119.21%-104.8pp | 519.81%-505.4pp |
| Employer contribution / active EE | $9,518 | $5,152+84.8% | $4,628+105.7% | $4,779+99.2% |
| Participant deferral / active EE | $6,181 | $6,800-9.1% | $6,426-3.8% | $5,609+10.2% |
| Admin fee / account holder | $81,747 | $10,917+648.8% | $9,284+780.5% | $10,828+655.0% |