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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 | $152,725 | $112,112+36.2% | $95,956+59.2% | $158,950-3.9% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 22.43% | 171.15%-148.7pp | 91.63%-69.2pp | 302.91%-280.5pp |
| Employer contribution / active EE | $2,453 | $3,199-23.3% | $2,541-3.5% | $4,762-48.5% |
| Participant deferral / active EE | $7,822 | $4,784+63.5% | $4,167+87.7% | $5,983+30.7% |
| Admin fee / account holder | $7,710 | $10,134-23.9% | $6,797+13.4% | $11,248-31.5% |