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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 | $169,380 | $112,131+51.1% | $95,964+76.5% | $158,982+6.5% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.6pp |
| Annual return | 16.42% | 171.19%-154.8pp | 91.64%-75.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,602 | $3,199-49.9% | $2,541-37.0% | $4,763-66.4% |
| Participant deferral / active EE | $6,172 | $4,784+29.0% | $4,167+48.1% | $5,983+3.2% |
| Admin fee / account holder | $623 | $10,136-93.9% | $6,797-90.8% | $11,252-94.5% |