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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 | $150,834 | $114,119+32.2% | $107,187+40.7% | $138,895+8.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 53.88% | 273.21%-219.3pp | 204.55%-150.7pp | 145.39%-91.5pp |
| Employer contribution / active EE | $1,540 | $4,059-62.0% | $3,782-59.3% | $4,194-63.3% |
| Participant deferral / active EE | $6,634 | $5,538+19.8% | $5,096+30.2% | $6,396+3.7% |
| Admin fee / account holder | $1,397 | $10,024-86.1% | $9,162-84.8% | $12,562-88.9% |