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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 | $160,182 | $97,125+64.9% | $86,233+85.8% | $137,256+16.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.52% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,861 | $2,841-34.5% | $2,504-25.7% | $4,156-55.2% |
| Participant deferral / active EE | $16,246 | $5,180+213.6% | $4,559+256.3% | $6,407+153.6% |
| Admin fee / account holder | $1,486 | $9,725-84.7% | $8,342-82.2% | $12,270-87.9% |