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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 | $156,653 | $91,198+71.8% | $178,503-12.2% | $79,856+96.2% |
| Participation rate | 91.4% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 19.35% | 24.20%-4.8pp | 151.12%-131.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,173 | $3,257-2.6% | $5,011-36.7% | $2,471+28.4% |
| Participant deferral / active EE | $5,732 | $3,237+77.1% | $5,202+10.2% | $3,741+53.2% |
| Admin fee / account holder | $1,498 | $6,748-77.8% | $13,987-89.3% | $5,306-71.8% |