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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 | $157,837 | $223,823-29.5% | $211,142-25.2% | $154,746+2.0% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 16.70% | 50.39%-33.7pp | 46.84%-30.1pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,909 | $6,787-71.9% | $6,442-70.4% | $4,379-56.4% |
| Participant deferral / active EE | $9,250 | $9,750-5.1% | $9,284-0.4% | $6,730+37.4% |
| Admin fee / account holder | $1,615 | $19,707-91.8% | $19,076-91.5% | $14,365-88.8% |