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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 | $167,633 | $91,559+83.1% | $133,978+25.1% | $79,856+109.9% |
| Participation rate | 75.3% | 73.3%+1.9pp | 79.8%-4.6pp | 69.6%+5.6pp |
| Annual return | 19.70% | 61.85%-42.1pp | 45.10%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,210 | $2,384-7.3% | $3,919-43.6% | $2,471-10.6% |
| Participant deferral / active EE | $4,866 | $3,734+30.3% | $5,047-3.6% | $3,741+30.1% |
| Admin fee / account holder | $24,253 | $6,321+283.7% | $8,930+171.6% | $5,306+357.1% |