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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 | $148,444 | $111,787+32.8% | $93,681+58.5% | $145,978+1.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 12.49% | 203.52%-191.0pp | 133.47%-121.0pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,818 | $3,093+23.4% | $2,422+57.6% | $4,662-18.1% |
| Participant deferral / active EE | $4,979 | $4,918+1.2% | $4,415+12.8% | $6,690-25.6% |
| Admin fee / account holder | $1,363 | $10,256-86.7% | $8,290-83.6% | $13,400-89.8% |