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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 | $157,962 | $89,259+77.0% | $107,187+47.4% | $82,637+91.2% |
| Participation rate | 71.3% | 67.9%+3.3pp | 75.0%-3.8pp | 68.1%+3.2pp |
| Annual return | 13.43% | 21.02%-7.6pp | 204.55%-191.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,770 | $3,080-10.1% | $3,782-26.8% | $2,552+8.5% |
| Participant deferral / active EE | $6,897 | $4,037+70.8% | $5,096+35.3% | $4,126+67.2% |
| Admin fee / account holder | $11,760 | $7,381+59.3% | $9,162+28.4% | $7,339+60.2% |