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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 | $155,776 | $132,634+17.4% | $115,768+34.6% | $137,256+13.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 16.87% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,082 | $3,360-38.0% | $2,940-29.2% | $4,156-49.9% |
| Participant deferral / active EE | $5,613 | $5,619-0.1% | $4,917+14.2% | $6,407-12.4% |
| Admin fee / account holder | $5,397 | $15,028-64.1% | $12,439-56.6% | $12,270-56.0% |