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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 | $152,509 | $132,099+15.5% | $115,599+31.9% | $138,895+9.8% |
| Participation rate | 90.9% | 77.9%+13.1pp | 74.3%+16.6pp | 79.9%+11.0pp |
| Annual return | 17.30% | 176.76%-159.5pp | 111.10%-93.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,310 | $3,416-32.4% | $2,955-21.8% | $4,194-44.9% |
| Participant deferral / active EE | $2,840 | $5,617-49.4% | $4,889-41.9% | $6,396-55.6% |
| Admin fee / account holder | $3,733 | $15,650-76.1% | $12,841-70.9% | $12,562-70.3% |