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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 | $164,280 | $68,852+138.6% | $120,524+36.3% | $80,925+103.0% |
| Participation rate | 76.0% | 61.6%+14.4pp | 71.9%+4.1pp | 67.7%+8.3pp |
| Annual return | 15.11% | 23.67%-8.6pp | 107.36%-92.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,115 | $2,063+2.5% | $3,469-39.0% | $2,756-23.3% |
| Participant deferral / active EE | $4,750 | $3,187+49.0% | $4,994-4.9% | $4,299+10.5% |
| Admin fee / account holder | $1,523 | $5,781-73.6% | $9,440-83.9% | $6,940-78.1% |