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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 | $117,846+34.2% | $102,434+54.4% | $145,884+8.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 21.92% | 31.90%-10.0pp | 29.46%-7.5pp | 551.85%-529.9pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,023-17.3% | $4,662-46.4% |
| Participant deferral / active EE | $5,025 | $5,733-12.4% | $5,055-0.6% | $6,690-24.9% |
| Admin fee / account holder | $8,746 | $13,356-34.5% | $9,462-7.6% | $13,392-34.7% |