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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 | $175,337 | $103,008+70.2% | $90,304+94.2% | $152,897+14.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 23.18% | 95.22%-72.0pp | 78.13%-55.0pp | 345.43%-322.2pp |
| Employer contribution / active EE | $7,143 | $3,139+127.5% | $2,855+150.2% | $4,764+50.0% |
| Participant deferral / active EE | $7,039 | $4,281+64.4% | $3,885+81.2% | $5,851+20.3% |
| Admin fee / account holder | $4,916 | $6,175-20.4% | $5,354-8.2% | $11,599-57.6% |