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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 | $149,651 | $105,200+42.3% | $159,474-6.2% | $85,847+74.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 15.29% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $2,627 | $3,319-20.8% | $4,831-45.6% | $2,565+2.4% |
| Participant deferral / active EE | $6,388 | $5,946+7.4% | $7,353-13.1% | $3,952+61.6% |
| Admin fee / account holder | $3,012 | $6,934-56.6% | $10,802-72.1% | $6,261-51.9% |