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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 | $161,394 | $62,672+157.5% | $185,117-12.8% | $70,126+130.1% |
| Participation rate | 71.4% | 63.8%+7.7pp | 77.3%-5.8pp | 69.5%+1.9pp |
| Annual return | 17.89% | 40.79%-22.9pp | 40.50%-22.6pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,499 | $1,753+42.6% | $4,182-40.2% | $2,343+6.7% |
| Participant deferral / active EE | $5,077 | $3,272+55.2% | $5,045+0.6% | $3,332+52.4% |
| Admin fee / account holder | $1,913 | $3,932-51.3% | $8,159-76.6% | $4,645-58.8% |