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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 | $147,471 | $109,411+34.8% | $89,435+64.9% | $158,982-7.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 11.91% | 345.68%-333.8pp | 245.55%-233.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,264 | $3,173-60.2% | $2,587-51.2% | $4,763-73.5% |
| Participant deferral / active EE | $4,082 | $4,600-11.3% | $3,890+4.9% | $5,983-31.8% |
| Admin fee / account holder | $1,578 | $6,159-74.4% | $4,884-67.7% | $11,252-86.0% |