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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 | $150,101 | $124,346+20.7% | $111,306+34.9% | $167,553-10.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 14.36% | 37.46%-23.1pp | 54.67%-40.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4,029 | $3,438+17.2% | $2,732+47.5% | $4,840-16.8% |
| Participant deferral / active EE | $8,201 | $5,182+58.3% | $4,488+82.8% | $6,343+29.3% |
| Admin fee / account holder | $24,416 | $10,623+129.8% | $7,966+206.5% | $12,316+98.2% |