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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 | $151,486 | $98,766+53.4% | $149,730+1.2% | $79,852+89.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 17.30% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,364 | $3,217-26.5% | $4,645-49.1% | $2,471-4.3% |
| Participant deferral / active EE | $11,162 | $5,681+96.5% | $6,843+63.1% | $3,740+198.4% |
| Admin fee / account holder | $1,459 | $6,052-75.9% | $9,310-84.3% | $5,306-72.5% |