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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 | $165,632 | $121,701+36.1% | $104,639+58.3% | $158,982+4.2% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 11.83% | 465.72%-453.9pp | 340.67%-328.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,118 | $3,165-64.7% | $2,682-58.3% | $4,763-76.5% |
| Participant deferral / active EE | $3,364 | $4,176-19.4% | $3,738-10.0% | $5,983-43.8% |
| Admin fee / account holder | $9,823 | $7,778+26.3% | $6,465+51.9% | $11,252-12.7% |