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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 | $166,164 | $98,766+68.2% | $149,730+11.0% | $79,852+108.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 22.79% | 27.43%-4.6pp | 276.70%-253.9pp | 31.72%-8.9pp |
| Employer contribution / active EE | $1,890 | $3,217-41.2% | $4,645-59.3% | $2,471-23.5% |
| Participant deferral / active EE | $8,668 | $5,681+52.6% | $6,843+26.7% | $3,740+131.7% |
| Admin fee / account holder | $4,087 | $6,052-32.5% | $9,310-56.1% | $5,306-23.0% |