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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 | $152,190 | $95,383+59.6% | $185,837-18.1% | $85,856+77.3% |
| Participation rate | 79.3% | 68.8%+10.5pp | 81.7%-2.4pp | 69.3%+10.0pp |
| Annual return | 14.23% | 23.59%-9.4pp | 122.08%-107.8pp | 318.58%-304.4pp |
| Employer contribution / active EE | $5,087 | $3,313+53.5% | $5,168-1.6% | $2,565+98.3% |
| Participant deferral / active EE | $5,888 | $3,423+72.0% | $5,568+5.7% | $3,952+49.0% |
| Admin fee / account holder | $7,138 | $7,213-1.0% | $16,241-56.0% | $6,261+14.0% |