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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 | $150,591 | $118,875+26.7% | $96,572+55.9% | $167,553-10.1% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 14.02% | 50.50%-36.5pp | 37.79%-23.8pp | 478.89%-464.9pp |
| Employer contribution / active EE | $3,496 | $3,121+12.0% | $2,357+48.3% | $4,840-27.8% |
| Participant deferral / active EE | $6,666 | $4,617+44.4% | $3,850+73.2% | $6,343+5.1% |
| Admin fee / account holder | $4,031 | $8,070-50.0% | $6,183-34.8% | $12,316-67.3% |