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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 | $148,591 | $108,882+36.5% | $96,754+53.6% | $154,746-4.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 14.15% | 98.39%-84.2pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,291 | $3,018-24.1% | $2,679-14.5% | $4,379-47.7% |
| Participant deferral / active EE | $4,932 | $5,323-7.3% | $4,758+3.7% | $6,730-26.7% |
| Admin fee / account holder | $3,596 | $10,200-64.7% | $8,905-59.6% | $14,365-75.0% |