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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 | $179,223 | $81,262+120.5% | $155,602+15.2% | $80,911+121.5% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.6%+18.6pp |
| Annual return | 19.53% | 33.34%-13.8pp | 64.81%-45.3pp | 35.63%-16.1pp |
| Employer contribution / active EE | $3,155 | $3,102+1.7% | $4,675-32.5% | $2,756+14.5% |
| Participant deferral / active EE | $17,038 | $3,451+393.6% | $5,629+202.7% | $4,297+296.5% |
| Admin fee / account holder | $17,491 | $7,992+118.9% | $15,923+9.8% | $6,935+152.2% |