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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 | $176,936 | $124,330+42.3% | $109,173+62.1% | $167,536+5.6% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.16% | 26.04%-13.9pp | 25.75%-13.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $8,983 | $4,209+113.4% | $3,723+141.3% | $4,839+85.6% |
| Participant deferral / active EE | $5,200 | $5,256-1.1% | $4,654+11.7% | $6,342-18.0% |
| Admin fee / account holder | $6,263 | $7,974-21.5% | $6,755-7.3% | $12,315-49.1% |