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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 | $165,620 | $91,198+81.6% | $178,503-7.2% | $79,856+107.4% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 20.54% | 24.20%-3.7pp | 151.12%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,603 | $3,257-50.8% | $5,011-68.0% | $2,471-35.1% |
| Participant deferral / active EE | $3,150 | $3,237-2.7% | $5,202-39.5% | $3,741-15.8% |
| Admin fee / account holder | $8,144 | $6,748+20.7% | $13,987-41.8% | $5,306+53.5% |