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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 | $152,804 | $112,131+36.3% | $95,964+59.2% | $158,982-3.9% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 19.97% | 171.19%-151.2pp | 91.64%-71.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,238 | $3,199-30.0% | $2,541-11.9% | $4,763-53.0% |
| Participant deferral / active EE | $4,002 | $4,784-16.4% | $4,167-4.0% | $5,983-33.1% |
| Admin fee / account holder | $1,135 | $10,136-88.8% | $6,797-83.3% | $11,252-89.9% |