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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 | $168,921 | $115,810+45.9% | $101,271+66.8% | $158,966+6.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.52% | 56.15%-46.6pp | 46.48%-37.0pp | 302.95%-293.4pp |
| Employer contribution / active EE | $2,840 | $4,175-32.0% | $3,660-22.4% | $4,762-40.4% |
| Participant deferral / active EE | $5,052 | $4,958+1.9% | $4,371+15.6% | $5,983-15.6% |
| Admin fee / account holder | $501 | $7,248-93.1% | $5,948-91.6% | $11,250-95.5% |