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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 | $166,187 | $93,346+78.0% | $71,796+131.5% | $273,972-39.3% |
| Participation rate | 78.3% | 76.5%+1.7pp | 69.1%+9.1pp | 83.0%-4.8pp |
| Annual return | 7.99% | 130.39%-122.4pp | 78.04%-70.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,986 | $2,733+119.0% | $1,924+211.1% | $4,869+23.0% |
| Participant deferral / active EE | $4,551 | $3,475+31.0% | $2,794+62.9% | $5,287-13.9% |
| Admin fee / account holder | $757 | $6,571-88.5% | $4,815-84.3% | $10,133-92.5% |