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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 | $153,957 | $86,288+78.4% | $111,306+38.3% | $85,851+79.3% |
| Participation rate | 84.2% | 73.3%+10.9pp | 77.3%+6.9pp | 69.3%+14.9pp |
| Annual return | 15.27% | 19.99%-4.7pp | 54.67%-39.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $2,082 | $2,044+1.9% | $2,732-23.8% | $2,565-18.8% |
| Participant deferral / active EE | $4,642 | $3,641+27.5% | $4,488+3.4% | $3,952+17.4% |
| Admin fee / account holder | $22,794 | $8,189+178.3% | $7,966+186.1% | $6,261+264.1% |