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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 | $111,830+37.5% | $93,696+64.1% | $145,884+5.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 12.05% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,148 | $3,093-30.6% | $2,422-11.3% | $4,662-53.9% |
| Participant deferral / active EE | $7,704 | $4,920+56.6% | $4,417+74.4% | $6,690+15.2% |
| Admin fee / account holder | $2,223 | $10,249-78.3% | $8,287-73.2% | $13,392-83.4% |