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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 | $148,604 | $118,708+25.2% | $98,920+50.2% | $158,966-6.5% |
| Participation rate | 91.3% | 77.8%+13.5pp | 76.0%+15.3pp | 82.0%+9.3pp |
| Annual return | 10.70% | 372.49%-361.8pp | 196.47%-185.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $3,732 | $3,334+11.9% | $2,689+38.8% | $4,762-21.6% |
| Participant deferral / active EE | $6,099 | $5,089+19.8% | $4,245+43.7% | $5,983+1.9% |
| Admin fee / account holder | $5,493 | $10,134-45.8% | $6,643-17.3% | $11,250-51.2% |