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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 | $150,965 | $117,895+28.1% | $102,460+47.3% | $145,897+3.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.31% | 31.92%-15.6pp | 29.47%-13.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,287 | $3,619-64.4% | $3,025-57.5% | $4,663-72.4% |
| Participant deferral / active EE | $2,979 | $5,736-48.1% | $5,056-41.1% | $6,689-55.5% |
| Admin fee / account holder | $2,198 | $13,353-83.5% | $9,460-76.8% | $13,390-83.6% |