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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 | $179,325 | $91,198+96.6% | $178,503+0.5% | $79,856+124.6% |
| Participation rate | 76.2% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.5pp |
| Annual return | 16.24% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $895 | $3,257-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $3,630 | $3,237+12.1% | $5,202-30.2% | $3,741-3.0% |
| Admin fee / account holder | $3,003 | $6,748-55.5% | $13,987-78.5% | $5,306-43.4% |