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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 | $111,787+38.5% | $93,681+65.2% | $145,978+6.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.84% | 203.52%-188.7pp | 133.47%-118.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,176 | $3,093-29.7% | $2,422-10.2% | $4,662-53.3% |
| Participant deferral / active EE | $3,027 | $4,918-38.4% | $4,415-31.4% | $6,690-54.7% |
| Admin fee / account holder | $9,754 | $10,256-4.9% | $8,290+17.7% | $13,400-27.2% |