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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 | $138,352 | $105,198+31.5% | $159,455-13.2% | $85,856+61.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 15.14% | 45.08%-29.9pp | 263.63%-248.5pp | 318.58%-303.4pp |
| Employer contribution / active EE | $2,320 | $3,319-30.1% | $4,830-52.0% | $2,565-9.5% |
| Participant deferral / active EE | $6,256 | $5,946+5.2% | $7,353-14.9% | $3,952+58.3% |
| Admin fee / account holder | $6,527 | $6,934-5.9% | $10,800-39.6% | $6,261+4.3% |