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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 | $111,878+38.3% | $93,727+65.1% | $145,897+6.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.84% | 204.28%-189.4pp | 133.83%-119.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,176 | $3,092-29.6% | $2,421-10.2% | $4,663-53.3% |
| Participant deferral / active EE | $3,027 | $4,920-38.5% | $4,417-31.5% | $6,689-54.7% |
| Admin fee / account holder | $9,754 | $10,256-4.9% | $8,292+17.6% | $13,390-27.2% |