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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 | $153,043 | $112,915+35.5% | $90,965+68.2% | $158,950-3.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 12.89% | 215.75%-202.9pp | 134.57%-121.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,793 | $2,894-38.0% | $2,122-15.5% | $4,762-62.3% |
| Participant deferral / active EE | $5,790 | $4,128+40.3% | $3,373+71.7% | $5,983-3.2% |
| Admin fee / account holder | $7,936 | $8,044-1.3% | $5,960+33.2% | $11,248-29.4% |