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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 | $169,647 | $84,236+101.4% | $170,435-0.5% | $70,126+141.9% |
| Participation rate | 71.0% | 70.8%+0.2pp | 83.6%-12.6pp | 69.5%+1.5pp |
| Annual return | 19.17% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $6,408 | $3,387+89.2% | $5,432+18.0% | $2,343+173.5% |
| Participant deferral / active EE | $3,226 | $3,086+4.5% | $4,939-34.7% | $3,332-3.2% |
| Admin fee / account holder | $5,583 | $5,698-2.0% | $13,881-59.8% | $4,645+20.2% |