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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 | $159,778 | $122,239+30.7% | $184,200-13.3% | $74,546+114.3% |
| Participation rate | 88.0% | 85.5%+2.6pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 14.55% | 19.95%-5.4pp | 28.80%-14.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $5,620 | $4,537+23.9% | $6,424-12.5% | $2,624+114.1% |
| Participant deferral / active EE | $14,520 | $7,139+103.4% | $9,132+59.0% | $4,347+234.0% |
| Admin fee / account holder | $8,736 | $1,260+593.5% | $13,907-37.2% | $1,944+349.5% |