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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 | $151,237 | $197,819-23.5% | $155,789-2.9% | $125,388+20.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 76.1%+12.8pp | 83.2%+5.7pp |
| Annual return | 8.38% | 86.73%-78.4pp | 71.54%-63.2pp | 282.24%-273.9pp |
| Employer contribution / active EE | $16,499 | $4,850+240.2% | $3,839+329.8% | $4,866+239.1% |
| Participant deferral / active EE | $2,735 | $5,631-51.4% | $4,798-43.0% | $5,352-48.9% |
| Admin fee / account holder | $28,206 | $9,544+195.5% | $7,477+277.2% | $9,541+195.6% |