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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 | $172,548 | $117,895+46.4% | $102,460+68.4% | $145,897+18.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.58% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,840 | $3,619+61.4% | $3,025+93.0% | $4,663+25.3% |
| Participant deferral / active EE | $5,335 | $5,736-7.0% | $5,056+5.5% | $6,689-20.3% |
| Admin fee / account holder | $3,846 | $13,353-71.2% | $9,460-59.3% | $13,390-71.3% |