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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 | $163,861 | $111,301+47.2% | $112,977+45.0% | $158,982+3.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.6%-2.6pp | 82.0%-2.0pp |
| Annual return | 31.04% | 26.40%+4.6pp | 24.24%+6.8pp | 302.99%-271.9pp |
| Employer contribution / active EE | $3,822 | $4,471-14.5% | $4,255-10.2% | $4,763-19.8% |
| Participant deferral / active EE | $10,621 | $5,880+80.6% | $5,836+82.0% | $5,983+77.5% |
| Admin fee / account holder | $806 | $8,392-90.4% | $6,294-87.2% | $11,252-92.8% |