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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 | $154,332 | $125,797+22.7% | $170,057-9.2% | $75,177+105.3% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 17.74% | 27.20%-9.5pp | 53.42%-35.7pp | 160.75%-143.0pp |
| Employer contribution / active EE | $3,337 | $4,616-27.7% | $6,790-50.9% | $2,671+24.9% |
| Participant deferral / active EE | $8,894 | $6,838+30.1% | $10,411-14.6% | $4,126+115.5% |
| Admin fee / account holder | $3,917 | $8,177-52.1% | $12,826-69.5% | $5,651-30.7% |