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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 | $152,211 | $77,920+95.3% | $149,723+1.7% | $75,177+102.5% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.50%-114.9pp | 160.75%-141.2pp |
| Employer contribution / active EE | $3,944 | $3,138+25.7% | $4,821-18.2% | $2,671+47.7% |
| Participant deferral / active EE | $2,633 | $3,411-22.8% | $5,682-53.7% | $4,126-36.2% |
| Admin fee / account holder | $7,422 | $5,951+24.7% | $13,215-43.8% | $5,651+31.3% |