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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 | $155,233 | $105,210+47.5% | $159,487-2.7% | $85,851+80.8% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.8%-2.5pp | 69.3%+11.0pp |
| Annual return | 19.15% | 45.08%-25.9pp | 263.71%-244.6pp | 318.63%-299.5pp |
| Employer contribution / active EE | $1,419 | $3,319-57.3% | $4,831-70.6% | $2,565-44.7% |
| Participant deferral / active EE | $11,971 | $5,946+101.3% | $7,354+62.8% | $3,952+202.9% |
| Admin fee / account holder | $1,322 | $6,934-80.9% | $10,804-87.8% | $6,261-78.9% |