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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 | $153,592 | $105,200+46.0% | $159,474-3.7% | $85,847+78.9% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 16.73% | 45.08%-28.3pp | 263.68%-246.9pp | 318.61%-301.9pp |
| Employer contribution / active EE | $2,803 | $3,319-15.6% | $4,831-42.0% | $2,565+9.2% |
| Participant deferral / active EE | $5,892 | $5,946-0.9% | $7,353-19.9% | $3,952+49.1% |
| Admin fee / account holder | $3,930 | $6,934-43.3% | $10,802-63.6% | $6,261-37.2% |