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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 | $118,406 | $105,200+12.6% | $159,474-25.8% | $85,847+37.9% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 13.64% | 45.08%-31.4pp | 263.68%-250.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $2,570 | $3,319-22.6% | $4,831-46.8% | $2,565+0.2% |
| Participant deferral / active EE | $5,083 | $5,946-14.5% | $7,353-30.9% | $3,952+28.6% |
| Admin fee / account holder | $15,064 | $6,934+117.2% | $10,802+39.4% | $6,261+140.6% |