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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 | $155,176 | $125,237+23.9% | $105,608+46.9% | $145,877+6.4% |
| Participation rate | 81.3% | 77.7%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 13.17% | 225.76%-212.6pp | 116.50%-103.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,607 | $3,720-29.9% | $3,167-17.7% | $4,663-44.1% |
| Participant deferral / active EE | $8,821 | $5,711+54.5% | $5,010+76.1% | $6,691+31.8% |
| Admin fee / account holder | $4,750 | $17,287-72.5% | $11,028-56.9% | $13,402-64.6% |