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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 | $145,462 | $112,915+28.8% | $90,965+59.9% | $158,950-8.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 17.74% | 215.75%-198.0pp | 134.57%-116.8pp | 302.91%-285.2pp |
| Employer contribution / active EE | $769 | $2,894-73.4% | $2,122-63.8% | $4,762-83.9% |
| Participant deferral / active EE | $10,704 | $4,128+159.3% | $3,373+217.3% | $5,983+78.9% |
| Admin fee / account holder | $1,474 | $8,044-81.7% | $5,960-75.3% | $11,248-86.9% |