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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 | $159,756 | $89,259+79.0% | $107,187+49.0% | $82,637+93.3% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 15.52% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,004 | $3,080-34.9% | $3,782-47.0% | $2,552-21.5% |
| Participant deferral / active EE | $3,790 | $4,037-6.1% | $5,096-25.6% | $4,126-8.1% |
| Admin fee / account holder | $1,780 | $7,381-75.9% | $9,162-80.6% | $7,339-75.7% |