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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 | $167,584 | $91,198+83.8% | $178,503-6.1% | $79,856+109.9% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 20.24% | 24.20%-4.0pp | 151.12%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $6,234 | $3,257+91.4% | $5,011+24.4% | $2,471+152.2% |
| Participant deferral / active EE | $4,739 | $3,237+46.4% | $5,202-8.9% | $3,741+26.7% |
| Admin fee / account holder | $1,495 | $6,748-77.8% | $13,987-89.3% | $5,306-71.8% |