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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 | $157,140 | $111,878+40.5% | $93,727+67.7% | $145,897+7.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.73% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,687 | $3,092+19.2% | $2,421+52.3% | $4,663-20.9% |
| Participant deferral / active EE | $10,119 | $4,920+105.7% | $4,417+129.1% | $6,689+51.3% |
| Admin fee / account holder | $4,418 | $10,256-56.9% | $8,292-46.7% | $13,390-67.0% |