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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 | $165,863 | $232,540-28.7% | $185,117-10.4% | $147,586+12.4% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 10.06% | 43.03%-33.0pp | 40.50%-30.4pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,023 | $5,195-61.1% | $4,182-51.6% | $4,876-58.5% |
| Participant deferral / active EE | $4,894 | $5,834-16.1% | $5,045-3.0% | $5,439-10.0% |
| Admin fee / account holder | $843 | $10,275-91.8% | $8,159-89.7% | $10,886-92.3% |