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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 | $161,583 | $88,672+82.2% | $105,223+53.6% | $82,448+96.0% |
| Participation rate | 74.6% | 67.9%+6.7pp | 75.0%-0.5pp | 68.1%+6.5pp |
| Annual return | 16.31% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,800 | $3,048+24.7% | $3,689+3.0% | $2,551+49.0% |
| Participant deferral / active EE | $8,848 | $4,036+119.2% | $5,072+74.5% | $4,139+113.8% |
| Admin fee / account holder | $6,456 | $7,146-9.7% | $8,859-27.1% | $7,234-10.8% |