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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 | $162,282 | $77,449+109.5% | $69,483+133.6% | $152,909+6.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 17.12% | 39.09%-22.0pp | 28.99%-11.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $8,603 | $3,316+159.4% | $2,780+209.5% | $4,764+80.6% |
| Participant deferral / active EE | $6,878 | $4,415+55.8% | $3,537+94.5% | $5,851+17.5% |
| Admin fee / account holder | $529 | $6,210-91.5% | $3,841-86.2% | $11,601-95.4% |