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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 | $163,020 | $98,776+65.0% | $149,745+8.9% | $79,856+104.1% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 18.48% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,159 | $3,217-1.8% | $4,646-32.0% | $2,471+27.8% |
| Participant deferral / active EE | $8,391 | $5,681+47.7% | $6,843+22.6% | $3,741+124.3% |
| Admin fee / account holder | $1,116 | $6,053-81.6% | $9,312-88.0% | $5,306-79.0% |