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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 | $150,874 | $107,368+40.5% | $92,915+62.4% | $152,909-1.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 22.46% | 145.64%-123.2pp | 109.45%-87.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,156 | $4,222-72.6% | $3,653-68.4% | $4,764-75.7% |
| Participant deferral / active EE | $5,778 | $4,848+19.2% | $4,238+36.3% | $5,851-1.3% |
| Admin fee / account holder | $7,156 | $7,082+1.0% | $5,796+23.5% | $11,601-38.3% |