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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 | $156,424 | $108,912+43.6% | $100,383+55.8% | $145,959+7.2% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.63% | 57.96%-45.3pp | 49.26%-36.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,090 | $4,423-30.1% | $3,944-21.7% | $4,661-33.7% |
| Participant deferral / active EE | $5,645 | $8,451-33.2% | $8,086-30.2% | $6,689-15.6% |
| Admin fee / account holder | $9,584 | $9,690-1.1% | $7,900+21.3% | $13,398-28.5% |