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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 | $150,932 | $148,629+1.5% | $135,982+11.0% | $139,487+8.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 13.87% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,622 | $5,247-69.1% | $4,859-66.6% | $4,755-65.9% |
| Participant deferral / active EE | $5,719 | $8,102-29.4% | $7,760-26.3% | $6,713-14.8% |
| Admin fee / account holder | $6,603 | $12,406-46.8% | $10,767-38.7% | $11,407-42.1% |