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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 | $149,793 | $81,208+84.5% | $98,920+51.4% | $79,856+87.6% |
| Participation rate | 90.2% | 72.5%+17.7pp | 76.0%+14.2pp | 69.6%+20.6pp |
| Annual return | 16.07% | 60.99%-44.9pp | 196.47%-180.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,275 | $1,960-35.0% | $2,689-52.6% | $2,471-48.4% |
| Participant deferral / active EE | $3,284 | $3,265+0.6% | $4,245-22.6% | $3,741-12.2% |
| Admin fee / account holder | $9,009 | $6,013+49.8% | $6,643+35.6% | $5,306+69.8% |