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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 | $171,751 | $129,737+32.4% | $119,126+44.2% | $154,746+11.0% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 16.65% | 379.08%-362.4pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,986 | $4,375-54.6% | $4,034-50.8% | $4,379-54.6% |
| Participant deferral / active EE | $6,365 | $5,842+8.9% | $5,318+19.7% | $6,730-5.4% |
| Admin fee / account holder | $1,491 | $11,961-87.5% | $10,693-86.1% | $14,365-89.6% |