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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 | $153,777 | $111,785+37.6% | $93,669+64.2% | $145,877+5.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 12.05% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,148 | $3,096-30.6% | $2,424-11.4% | $4,663-53.9% |
| Participant deferral / active EE | $7,704 | $4,919+56.6% | $4,416+74.5% | $6,691+15.1% |
| Admin fee / account holder | $2,223 | $10,256-78.3% | $8,291-73.2% | $13,402-83.4% |