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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 | $156,420 | $102,422+52.7% | $147,117+6.3% | $80,959+93.2% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 16.48% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,396 | $3,717-8.7% | $4,932-31.2% | $2,757+23.2% |
| Participant deferral / active EE | $10,279 | $6,652+54.5% | $8,065+27.5% | $4,300+139.0% |
| Admin fee / account holder | $5,716 | $7,953-28.1% | $12,993-56.0% | $6,925-17.5% |