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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 | $143,331 | $118,877+20.6% | $96,570+48.4% | $167,536-14.4% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 19.94% | 50.50%-30.6pp | 37.79%-17.9pp | 478.82%-458.9pp |
| Employer contribution / active EE | $3,085 | $3,121-1.2% | $2,357+30.9% | $4,839-36.3% |
| Participant deferral / active EE | $1,977 | $4,617-57.2% | $3,849-48.7% | $6,342-68.8% |
| Admin fee / account holder | $645 | $8,069-92.0% | $6,182-89.6% | $12,315-94.8% |