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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 | $164,563 | $107,363+53.3% | $92,909+77.1% | $152,897+7.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 18.93% | 145.63%-126.7pp | 109.44%-90.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,262 | $4,222-70.1% | $3,653-65.5% | $4,764-73.5% |
| Participant deferral / active EE | $4,498 | $4,848-7.2% | $4,238+6.1% | $5,851-23.1% |
| Admin fee / account holder | $7,209 | $7,082+1.8% | $5,795+24.4% | $11,599-37.9% |