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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 | $150,455 | $111,535+34.9% | $105,223+43.0% | $137,256+9.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 16.18% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,688 | $3,939-31.8% | $3,689-27.1% | $4,156-35.3% |
| Participant deferral / active EE | $5,117 | $5,500-7.0% | $5,072+0.9% | $6,407-20.1% |
| Admin fee / account holder | $2,078 | $9,721-78.6% | $8,859-76.5% | $12,270-83.1% |