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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 | $157,744 | $198,457-20.5% | $170,435-7.4% | $147,586+6.9% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 10.34% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,680 | $6,183-72.8% | $5,432-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $3,592 | $5,629-36.2% | $4,939-27.3% | $5,439-34.0% |
| Admin fee / account holder | $3,872 | $16,852-77.0% | $13,881-72.1% | $10,886-64.4% |