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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 | $159,974 | $102,422+56.2% | $147,117+8.7% | $80,959+97.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 12.85% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,078 | $3,717-17.2% | $4,932-37.6% | $2,757+11.6% |
| Participant deferral / active EE | $7,477 | $6,652+12.4% | $8,065-7.3% | $4,300+73.9% |
| Admin fee / account holder | $6,958 | $7,953-12.5% | $12,993-46.4% | $6,925+0.5% |