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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 | $173,419 | $88,672+95.6% | $105,223+64.8% | $82,448+110.3% |
| Participation rate | 76.8% | 67.9%+8.9pp | 75.0%+1.7pp | 68.1%+8.7pp |
| Annual return | 16.27% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,925 | $3,048-4.0% | $3,689-20.7% | $2,551+14.7% |
| Participant deferral / active EE | $5,669 | $4,036+40.5% | $5,072+11.8% | $4,139+37.0% |
| Admin fee / account holder | $10,498 | $7,146+46.9% | $8,859+18.5% | $7,234+45.1% |