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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 | $164,987 | $90,400+82.5% | $186,193-11.4% | $87,485+88.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 77.1%+4.7pp | 68.9%+12.9pp |
| Annual return | 14.55% | 22.15%-7.6pp | 78.03%-63.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,775 | $2,170+73.9% | $3,918-3.7% | $2,596+45.4% |
| Participant deferral / active EE | $9,050 | $4,330+109.0% | $6,513+39.0% | $4,274+111.8% |
| Admin fee / account holder | $5,902 | $8,673-32.0% | $11,058-46.6% | $7,775-24.1% |