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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 | $115,251 | $91,198+26.4% | $178,503-35.4% | $79,856+44.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 13.35% | 24.20%-10.8pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $6,154 | $3,257+89.0% | $5,011+22.8% | $2,471+149.0% |
| Participant deferral / active EE | $1,824 | $3,237-43.6% | $5,202-64.9% | $3,741-51.2% |
| Admin fee / account holder | $5,656 | $6,748-16.2% | $13,987-59.6% | $5,306+6.6% |