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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 | $143,904 | $111,785+28.7% | $93,669+53.6% | $145,877-1.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.56% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $851 | $3,096-72.5% | $2,424-64.9% | $4,663-81.8% |
| Participant deferral / active EE | $5,685 | $4,919+15.6% | $4,416+28.7% | $6,691-15.0% |
| Admin fee / account holder | $483 | $10,256-95.3% | $8,291-94.2% | $13,402-96.4% |