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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 | $143,735 | $108,882+32.0% | $96,754+48.6% | $154,746-7.1% |
| Participation rate | 78.9% | 75.1%+3.9pp | 70.3%+8.7pp | 80.7%-1.8pp |
| Annual return | 18.31% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,287 | $3,018-24.2% | $2,679-14.6% | $4,379-47.8% |
| Participant deferral / active EE | $3,965 | $5,323-25.5% | $4,758-16.7% | $6,730-41.1% |
| Admin fee / account holder | $2,037 | $10,200-80.0% | $8,905-77.1% | $14,365-85.8% |