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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 | $152,894 | $175,259-12.8% | $149,723+2.1% | $139,487+9.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.32% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $6,385 | $5,478+16.5% | $4,821+32.4% | $4,755+34.3% |
| Participant deferral / active EE | $9,562 | $6,522+46.6% | $5,682+68.3% | $6,713+42.4% |
| Admin fee / account holder | $1,749 | $16,158-89.2% | $13,215-86.8% | $11,407-84.7% |