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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 | $154,776 | $111,785+38.5% | $93,669+65.2% | $145,877+6.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.84% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,176 | $3,096-29.7% | $2,424-10.2% | $4,663-53.3% |
| Participant deferral / active EE | $3,027 | $4,919-38.5% | $4,416-31.4% | $6,691-54.8% |
| Admin fee / account holder | $9,754 | $10,256-4.9% | $8,291+17.6% | $13,402-27.2% |