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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 | $152,189 | $91,167+66.9% | $178,498-14.7% | $79,858+90.6% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.09%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,977 | $3,255+22.2% | $5,011-20.6% | $2,471+60.9% |
| Participant deferral / active EE | $4,575 | $3,236+41.4% | $5,202-12.0% | $3,740+22.3% |
| Admin fee / account holder | $5,888 | $6,747-12.7% | $13,985-57.9% | $5,306+11.0% |