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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 | $160,162 | $97,125+64.9% | $86,233+85.7% | $137,256+16.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 15.06% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,311 | $2,841+51.7% | $2,504+72.1% | $4,156+3.7% |
| Participant deferral / active EE | $8,679 | $5,180+67.6% | $4,559+90.4% | $6,407+35.5% |
| Admin fee / account holder | $1,563 | $9,725-83.9% | $8,342-81.3% | $12,270-87.3% |