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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 | $160,117 | $185,883-13.9% | $170,043-5.8% | $139,466+14.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.95% | 60.54%-41.6pp | 53.40%-34.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,412 | $7,596-68.2% | $6,790-64.5% | $4,754-49.3% |
| Participant deferral / active EE | $3,999 | $11,626-65.6% | $10,410-61.6% | $6,712-40.4% |
| Admin fee / account holder | $594 | $15,393-96.1% | $12,824-95.4% | $11,409-94.8% |