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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 | $153,158 | $98,776+55.1% | $149,745+2.3% | $79,856+91.8% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 13.64% | 27.38%-13.7pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,102 | $3,217+27.5% | $4,646-11.7% | $2,471+66.0% |
| Participant deferral / active EE | $7,821 | $5,681+37.7% | $6,843+14.3% | $3,741+109.1% |
| Admin fee / account holder | $8,163 | $6,053+34.9% | $9,312-12.3% | $5,306+53.8% |