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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 | $165,701 | $152,592+8.6% | $125,180+32.4% | $152,885+8.4% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.5%+2.5pp |
| Annual return | 20.93% | 54.84%-33.9pp | 43.79%-22.9pp | 345.39%-324.5pp |
| Employer contribution / active EE | $4,615 | $4,947-6.7% | $3,866+19.4% | $4,763-3.1% |
| Participant deferral / active EE | $3,816 | $5,868-35.0% | $4,937-22.7% | $5,851-34.8% |
| Admin fee / account holder | $3,304 | $13,435-75.4% | $9,703-65.9% | $11,598-71.5% |