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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 | $151,426 | $105,284+43.8% | $150,734+0.5% | $94,015+61.1% |
| Participation rate | 72.4% | 71.7%+0.7pp | 78.4%-6.0pp | 70.8%+1.6pp |
| Annual return | 41.23% | 15.67%+25.6pp | 600.81%-559.6pp | 17.84%+23.4pp |
| Employer contribution / active EE | $1,848 | $3,599-48.6% | $4,918-62.4% | $2,790-33.8% |
| Participant deferral / active EE | $3,086 | $4,274-27.8% | $5,610-45.0% | $4,249-27.4% |
| Admin fee / account holder | $1,572 | $9,839-84.0% | $14,905-89.5% | $8,951-82.4% |