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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 | $181,824 | $132,634+37.1% | $115,768+57.1% | $137,256+32.5% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.4%+2.1pp | 80.0%-3.5pp |
| Annual return | 10.99% | 160.70%-149.7pp | 100.46%-89.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,550 | $3,360-24.1% | $2,940-13.2% | $4,156-38.6% |
| Participant deferral / active EE | $8,360 | $5,619+48.8% | $4,917+70.0% | $6,407+30.5% |
| Admin fee / account holder | $5,668 | $15,028-62.3% | $12,439-54.4% | $12,270-53.8% |