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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 | $167,740 | $77,638+116.1% | $156,551+7.1% | $62,881+166.8% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 6.46% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $7,958 | $3,444+131.1% | $5,501+44.7% | $2,281+248.9% |
| Participant deferral / active EE | $5,484 | $3,046+80.1% | $4,871+12.6% | $3,203+71.2% |
| Admin fee / account holder | $12,233 | $5,561+120.0% | $13,028-6.1% | $4,296+184.8% |