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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 | $162,832 | $86,294+88.7% | $111,303+46.3% | $85,856+89.7% |
| Participation rate | 72.5% | 73.3%-0.8pp | 77.3%-4.8pp | 69.3%+3.2pp |
| Annual return | 19.12% | 19.99%-0.9pp | 54.66%-35.5pp | 318.58%-299.5pp |
| Employer contribution / active EE | $915 | $2,043-55.2% | $2,731-66.5% | $2,565-64.3% |
| Participant deferral / active EE | $3,826 | $3,641+5.1% | $4,487-14.7% | $3,952-3.2% |
| Admin fee / account holder | $17,502 | $8,189+113.7% | $7,966+119.7% | $6,261+179.6% |