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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 | $183,603 | $162,821+12.8% | $133,978+37.0% | $158,982+15.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.59% | 41.95%-23.4pp | 45.10%-26.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,300 | $4,976-33.7% | $3,919-15.8% | $4,763-30.7% |
| Participant deferral / active EE | $7,380 | $5,910+24.9% | $5,047+46.2% | $5,983+23.3% |
| Admin fee / account holder | $3,857 | $11,742-67.2% | $8,930-56.8% | $11,252-65.7% |