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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 | $163,246 | $98,776+65.3% | $149,745+9.0% | $79,856+104.4% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.0pp |
| Annual return | 13.73% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,425 | $3,217-24.6% | $4,646-47.8% | $2,471-1.9% |
| Participant deferral / active EE | $7,054 | $5,681+24.2% | $6,843+3.1% | $3,741+88.6% |
| Admin fee / account holder | $834 | $6,053-86.2% | $9,312-91.0% | $5,306-84.3% |