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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 | $151,507 | $209,336-27.6% | $197,124-23.1% | $137,256+10.4% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 16.52% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,117 | $6,591-52.7% | $6,227-49.9% | $4,156-25.0% |
| Participant deferral / active EE | $7,877 | $9,614-18.1% | $9,135-13.8% | $6,407+23.0% |
| Admin fee / account holder | $8,003 | $17,308-53.8% | $16,298-50.9% | $12,270-34.8% |