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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 | $162,827 | $115,814+40.6% | $101,275+60.8% | $158,982+2.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 14.92% | 56.16%-41.2pp | 46.48%-31.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,860 | $4,176-55.5% | $3,660-49.2% | $4,763-60.9% |
| Participant deferral / active EE | $6,980 | $4,958+40.8% | $4,371+59.7% | $5,983+16.7% |
| Admin fee / account holder | $2,340 | $7,249-67.7% | $5,948-60.7% | $11,252-79.2% |