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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 | $164,406 | $82,133+100.2% | $147,318+11.6% | $64,097+156.5% |
| Participation rate | 79.4% | 62.3%+17.2pp | 82.1%-2.6pp | 55.2%+24.2pp |
| Annual return | 15.26% | 78.78%-63.5pp | 70.43%-55.2pp | 34.64%-19.4pp |
| Employer contribution / active EE | $3,331 | $2,872+16.0% | $4,593-27.5% | $1,891+76.1% |
| Participant deferral / active EE | $8,074 | $5,407+49.3% | $7,906+2.1% | $3,080+162.1% |
| Admin fee / account holder | $17,799 | $3,730+377.2% | $13,708+29.8% | $3,454+415.2% |