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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 | $139,883 | $105,210+33.0% | $159,487-12.3% | $85,851+62.9% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.8%-11.0pp | 69.3%+2.5pp |
| Annual return | 20.97% | 45.08%-24.1pp | 263.71%-242.7pp | 318.63%-297.7pp |
| Employer contribution / active EE | $1,478 | $3,319-55.5% | $4,831-69.4% | $2,565-42.4% |
| Participant deferral / active EE | $6,167 | $5,946+3.7% | $7,354-16.1% | $3,952+56.0% |
| Admin fee / account holder | $8,280 | $6,934+19.4% | $10,804-23.4% | $6,261+32.3% |