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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 | $100,073+62.3% | $85,126+90.8% | $145,877+11.3% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 9.06% | 84.11%-75.1pp | 66.63%-57.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,746 | $3,236+15.7% | $2,731+37.1% | $4,663-19.7% |
| Participant deferral / active EE | $5,679 | $5,294+7.3% | $4,523+25.5% | $6,691-15.1% |
| Admin fee / account holder | $2,253 | $7,261-69.0% | $6,160-63.4% | $13,402-83.2% |