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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 | $170,166 | $115,911+46.8% | $100,530+69.3% | $158,950+7.1% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 17.92% | 34.80%-16.9pp | 30.89%-13.0pp | 302.91%-285.0pp |
| Employer contribution / active EE | $2,259 | $4,104-44.9% | $3,418-33.9% | $4,762-52.6% |
| Participant deferral / active EE | $7,531 | $6,676+12.8% | $6,271+20.1% | $5,983+25.9% |
| Admin fee / account holder | $638 | $10,999-94.2% | $8,083-92.1% | $11,248-94.3% |