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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 | $158,810 | $197,637-19.6% | $177,848-10.7% | $158,982-0.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 13.28% | 58.77%-45.5pp | 48.33%-35.0pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,858 | $6,698-57.3% | $5,919-51.7% | $4,763-40.0% |
| Participant deferral / active EE | $7,660 | $8,405-8.9% | $7,714-0.7% | $5,983+28.0% |
| Admin fee / account holder | $36,486 | $15,406+136.8% | $12,431+193.5% | $11,252+224.3% |