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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 | $158,130 | $117,829+34.2% | $102,423+54.4% | $145,877+8.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 21.92% | 31.83%-9.9pp | 29.42%-7.5pp | 551.28%-529.4pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,023-17.3% | $4,663-46.4% |
| Participant deferral / active EE | $5,025 | $5,732-12.3% | $5,054-0.6% | $6,691-24.9% |
| Admin fee / account holder | $8,746 | $13,335-34.4% | $9,455-7.5% | $13,402-34.7% |