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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 | $153,010 | $137,414+11.3% | $189,537-19.3% | $85,847+78.2% |
| Participation rate | 91.8% | 84.6%+7.2pp | 87.8%+4.0pp | 69.3%+22.5pp |
| Annual return | 19.60% | 38.14%-18.5pp | 555.34%-535.7pp | 318.61%-299.0pp |
| Employer contribution / active EE | $2,272 | $4,344-47.7% | $6,161-63.1% | $2,565-11.4% |
| Participant deferral / active EE | $7,340 | $6,260+17.3% | $8,220-10.7% | $3,952+85.7% |
| Admin fee / account holder | $52,337 | $8,630+506.5% | $12,048+334.4% | $6,261+736.0% |