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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 | $142,966 | $103,000+38.8% | $90,300+58.3% | $152,885-6.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 27.19% | 95.19%-68.0pp | 78.11%-50.9pp | 345.39%-318.2pp |
| Employer contribution / active EE | $2,109 | $3,138-32.8% | $2,854-26.1% | $4,763-55.7% |
| Participant deferral / active EE | $3,944 | $4,281-7.9% | $3,884+1.5% | $5,851-32.6% |
| Admin fee / account holder | $18,013 | $6,173+191.8% | $5,353+236.5% | $11,598+55.3% |