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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 | $177,477 | $124,980+42.0% | $108,359+63.8% | $154,746+14.7% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 16.79% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $15,972 | $2,851+460.3% | $2,399+565.6% | $4,379+264.7% |
| Participant deferral / active EE | $7,552 | $4,743+59.2% | $4,137+82.5% | $6,730+12.2% |
| Admin fee / account holder | $1,240 | $11,502-89.2% | $9,741-87.3% | $14,365-91.4% |