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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 | $149,551 | $111,830+33.7% | $93,696+59.6% | $145,884+2.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 8.51% | 204.08%-195.6pp | 133.74%-125.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,997 | $3,093-35.4% | $2,422-17.5% | $4,662-57.2% |
| Participant deferral / active EE | $8,928 | $4,920+81.5% | $4,417+102.1% | $6,690+33.5% |
| Admin fee / account holder | $1,780 | $10,249-82.6% | $8,287-78.5% | $13,392-86.7% |