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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 | $156,325 | $111,535+40.2% | $105,223+48.6% | $137,256+13.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.53% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,453 | $3,939-37.7% | $3,689-33.5% | $4,156-41.0% |
| Participant deferral / active EE | $7,478 | $5,500+36.0% | $5,072+47.4% | $6,407+16.7% |
| Admin fee / account holder | $2,714 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |