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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 | $141,786 | $111,785+26.8% | $93,669+51.4% | $145,877-2.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 14.51% | 203.79%-189.3pp | 133.59%-119.1pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,802 | $3,096-9.5% | $2,424+15.6% | $4,663-39.9% |
| Participant deferral / active EE | $7,019 | $4,919+42.7% | $4,416+59.0% | $6,691+4.9% |
| Admin fee / account holder | $5,418 | $10,256-47.2% | $8,291-34.7% | $13,402-59.6% |