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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 | $161,883 | $82,133+97.1% | $147,318+9.9% | $64,097+152.6% |
| Participation rate | 80.7% | 62.3%+18.5pp | 82.1%-1.3pp | 55.2%+25.5pp |
| Annual return | 19.97% | 78.78%-58.8pp | 70.43%-50.5pp | 34.64%-14.7pp |
| Employer contribution / active EE | $3,897 | $2,872+35.7% | $4,593-15.2% | $1,891+106.0% |
| Participant deferral / active EE | $8,093 | $5,407+49.7% | $7,906+2.4% | $3,080+162.8% |
| Admin fee / account holder | $8,505 | $3,730+128.0% | $13,708-38.0% | $3,454+146.2% |