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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 | $149,102 | $152,612-2.3% | $125,192+19.1% | $152,897-2.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 21.52% | 54.85%-33.3pp | 43.79%-22.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $10,789 | $4,947+118.1% | $3,866+179.1% | $4,764+126.5% |
| Participant deferral / active EE | $8,907 | $5,868+51.8% | $4,937+80.4% | $5,851+52.2% |
| Admin fee / account holder | $3,424 | $13,437-74.5% | $9,704-64.7% | $11,599-70.5% |