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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 | $152,981 | $115,814+32.1% | $101,275+51.1% | $158,982-3.8% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 8.70% | 56.16%-47.5pp | 46.48%-37.8pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,614 | $4,176-61.3% | $3,660-55.9% | $4,763-66.1% |
| Participant deferral / active EE | $5,597 | $4,958+12.9% | $4,371+28.1% | $5,983-6.5% |
| Admin fee / account holder | $7,649 | $7,249+5.5% | $5,948+28.6% | $11,252-32.0% |