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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 | $139,662 | $97,125+43.8% | $86,233+62.0% | $137,256+1.8% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 13.60% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,005 | $2,841-29.4% | $2,504-19.9% | $4,156-51.7% |
| Participant deferral / active EE | $4,800 | $5,180-7.3% | $4,559+5.3% | $6,407-25.1% |
| Admin fee / account holder | $15,437 | $9,725+58.7% | $8,342+85.0% | $12,270+25.8% |