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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 | $159,214 | $88,672+79.6% | $105,223+51.3% | $82,448+93.1% |
| Participation rate | 81.4% | 67.9%+13.5pp | 75.0%+6.4pp | 68.1%+13.3pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,830 | $3,048+25.6% | $3,689+3.8% | $2,551+50.1% |
| Participant deferral / active EE | $7,386 | $4,036+83.0% | $5,072+45.6% | $4,139+78.4% |
| Admin fee / account holder | $8,266 | $7,146+15.7% | $8,859-6.7% | $7,234+14.3% |