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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 | $147,105 | $150,346-2.2% | $120,524+22.1% | $145,877+0.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 13.49% | 154.40%-140.9pp | 107.36%-93.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,722 | $4,353-14.5% | $3,469+7.3% | $4,663-20.2% |
| Participant deferral / active EE | $3,431 | $6,172-44.4% | $4,994-31.3% | $6,691-48.7% |
| Admin fee / account holder | $1,495 | $12,215-87.8% | $9,440-84.2% | $13,402-88.8% |