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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 | $164,255 | $91,167+80.2% | $178,498-8.0% | $79,858+105.7% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.5pp |
| Annual return | 13.06% | 24.19%-11.1pp | 151.09%-138.0pp | 31.72%-18.7pp |
| Employer contribution / active EE | $3,255 | $3,2550% | $5,011-35.0% | $2,471+31.7% |
| Participant deferral / active EE | $4,973 | $3,236+53.7% | $5,202-4.4% | $3,740+33.0% |
| Admin fee / account holder | $9,229 | $6,747+36.8% | $13,985-34.0% | $5,306+73.9% |