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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 | $150,452 | $108,922+38.1% | $100,398+49.9% | $145,978+3.1% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.1pp | 80.3%+15.4pp |
| Annual return | 14.91% | 58.04%-43.1pp | 49.32%-34.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $3,467 | $4,426-21.7% | $3,946-12.1% | $4,662-25.6% |
| Participant deferral / active EE | $7,835 | $8,450-7.3% | $8,084-3.1% | $6,690+17.1% |
| Admin fee / account holder | $2,815 | $9,680-70.9% | $7,893-64.3% | $13,400-79.0% |