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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 | $174,587 | $103,038+69.4% | $90,324+93.3% | $152,909+14.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 25.07% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,193 | $3,141+1.7% | $2,856+11.8% | $4,764-33.0% |
| Participant deferral / active EE | $8,806 | $4,282+105.7% | $3,885+126.6% | $5,851+50.5% |
| Admin fee / account holder | $4,354 | $6,177-29.5% | $5,356-18.7% | $11,601-62.5% |