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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 | $156,816 | $108,882+44.0% | $96,754+62.1% | $154,746+1.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 18.00% | 98.39%-80.4pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,032 | $3,018+33.6% | $2,679+50.5% | $4,379-7.9% |
| Participant deferral / active EE | $7,077 | $5,323+33.0% | $4,758+48.7% | $6,730+5.1% |
| Admin fee / account holder | $2,181 | $10,200-78.6% | $8,905-75.5% | $14,365-84.8% |