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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 | $172,633 | $100,203+72.3% | $85,240+102.5% | $145,897+18.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.09% | 84.28%-72.2pp | 66.75%-54.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,003 | $3,242-38.2% | $2,735-26.8% | $4,663-57.1% |
| Participant deferral / active EE | $8,585 | $5,299+62.0% | $4,527+89.6% | $6,689+28.3% |
| Admin fee / account holder | $6,451 | $7,265-11.2% | $6,165+4.6% | $13,390-51.8% |