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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 | $141,039 | $88,672+59.1% | $105,223+34.0% | $82,448+71.1% |
| Participation rate | 78.4% | 67.9%+10.5pp | 75.0%+3.3pp | 68.1%+10.3pp |
| Annual return | 16.34% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,549 | $3,048-49.2% | $3,689-58.0% | $2,551-39.3% |
| Participant deferral / active EE | $6,501 | $4,036+61.1% | $5,072+28.2% | $4,139+57.1% |
| Admin fee / account holder | $5,752 | $7,146-19.5% | $8,859-35.1% | $7,234-20.5% |