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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 | $183,746 | $126,113+45.7% | $116,096+58.3% | $155,188+18.4% |
| Participation rate | 76.9% | 75.1%+1.8pp | 73.3%+3.6pp | 80.8%-3.9pp |
| Annual return | 12.17% | 391.72%-379.5pp | 326.25%-314.1pp | 148.84%-136.7pp |
| Employer contribution / active EE | $8,761 | $2,672+227.9% | $2,503+250.0% | $4,248+106.3% |
| Participant deferral / active EE | $8,989 | $4,162+116.0% | $3,952+127.5% | $6,531+37.6% |
| Admin fee / account holder | $3,507 | $8,045-56.4% | $7,704-54.5% | $14,480-75.8% |