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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 | $153,025 | $112,112+36.5% | $95,956+59.5% | $158,950-3.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 7.64% | 171.15%-163.5pp | 91.63%-84.0pp | 302.91%-295.3pp |
| Employer contribution / active EE | $6,524 | $3,199+104.0% | $2,541+156.7% | $4,762+37.0% |
| Participant deferral / active EE | $6,419 | $4,784+34.2% | $4,167+54.1% | $5,983+7.3% |
| Admin fee / account holder | $6,063 | $10,134-40.2% | $6,797-10.8% | $11,248-46.1% |