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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 | $158,390 | $118,708+33.4% | $98,920+60.1% | $158,966-0.4% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 16.12% | 372.49%-356.4pp | 196.47%-180.4pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,556 | $3,334-23.3% | $2,689-5.0% | $4,762-46.3% |
| Participant deferral / active EE | $2,892 | $5,089-43.2% | $4,245-31.9% | $5,983-51.7% |
| Admin fee / account holder | $11,250 | $10,134+11.0% | $6,643+69.4% | $11,2500% |