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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 | $149,108 | $106,280+40.3% | $96,538+54.5% | $139,487+6.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.82% | 38.48%-25.7pp | 35.74%-22.9pp | 373.84%-361.0pp |
| Employer contribution / active EE | $6,112 | $4,107+48.8% | $3,740+63.4% | $4,755+28.5% |
| Participant deferral / active EE | $13,591 | $5,457+149.1% | $4,880+178.5% | $6,713+102.5% |
| Admin fee / account holder | $15,316 | $7,888+94.2% | $6,737+127.3% | $11,407+34.3% |