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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 | $155,579 | $99,053+57.1% | $88,179+76.4% | $138,895+12.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 20.95% | 78.17%-57.2pp | 64.97%-44.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $5,982 | $2,882+107.5% | $2,549+134.6% | $4,194+42.6% |
| Participant deferral / active EE | $20,550 | $5,225+293.3% | $4,614+345.4% | $6,396+221.3% |
| Admin fee / account holder | $314 | $8,748-96.4% | $7,673-95.9% | $12,562-97.5% |