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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 | $163,918 | $125,190+30.9% | $105,624+55.2% | $145,897+12.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.93% | 225.22%-214.3pp | 116.20%-105.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,286 | $3,720-38.5% | $3,168-27.8% | $4,663-51.0% |
| Participant deferral / active EE | $3,273 | $5,716-42.7% | $5,013-34.7% | $6,689-51.1% |
| Admin fee / account holder | $3,757 | $17,138-78.1% | $10,961-65.7% | $13,390-71.9% |