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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 | $125,758+22.7% | $170,004-9.2% | $75,173+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 | 53.39%-35.6pp | 160.65%-142.9pp |
| Employer contribution / active EE | $3,337 | $4,615-27.7% | $6,786-50.8% | $2,670+25.0% |
| Participant deferral / active EE | $8,894 | $6,837+30.1% | $10,408-14.5% | $4,126+115.6% |
| Admin fee / account holder | $3,917 | $8,173-52.1% | $12,816-69.4% | $5,651-30.7% |