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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 | $167,582 | $91,198+83.8% | $178,503-6.1% | $79,856+109.9% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+13.9pp |
| Annual return | 17.86% | 24.20%-6.3pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,998 | $3,257+53.5% | $5,011-0.3% | $2,471+102.3% |
| Participant deferral / active EE | $5,041 | $3,237+55.8% | $5,202-3.1% | $3,741+34.8% |
| Admin fee / account holder | $1,815 | $6,748-73.1% | $13,987-87.0% | $5,306-65.8% |