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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 | $173,139 | $132,099+31.1% | $115,599+49.8% | $138,895+24.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 14.22% | 176.76%-162.5pp | 111.10%-96.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,280 | $3,416-33.3% | $2,955-22.9% | $4,194-45.7% |
| Participant deferral / active EE | $5,430 | $5,617-3.3% | $4,889+11.1% | $6,396-15.1% |
| Admin fee / account holder | $1,867 | $15,650-88.1% | $12,841-85.5% | $12,562-85.1% |