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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 | $149,524 | $91,198+64.0% | $178,503-16.2% | $79,856+87.2% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.5pp |
| Annual return | 12.90% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,173 | $3,257+28.1% | $5,011-16.7% | $2,471+68.8% |
| Participant deferral / active EE | $9,232 | $3,237+185.2% | $5,202+77.5% | $3,741+146.8% |
| Admin fee / account holder | $2,613 | $6,748-61.3% | $13,987-81.3% | $5,306-50.8% |