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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 | $162,394 | $100,203+62.1% | $85,240+90.5% | $145,897+11.3% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 9.06% | 84.28%-75.2pp | 66.75%-57.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,746 | $3,242+15.6% | $2,735+37.0% | $4,663-19.7% |
| Participant deferral / active EE | $5,679 | $5,299+7.2% | $4,527+25.4% | $6,689-15.1% |
| Admin fee / account holder | $2,253 | $7,265-69.0% | $6,165-63.5% | $13,390-83.2% |