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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 | $167,645 | $81,331+106.1% | $155,534+7.8% | $80,935+107.1% |
| Participation rate | 83.1% | 66.3%+16.8pp | 78.2%+4.8pp | 67.7%+15.4pp |
| Annual return | 16.66% | 33.37%-16.7pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,872 | $3,105-7.5% | $4,675-38.6% | $2,757+4.2% |
| Participant deferral / active EE | $5,440 | $3,454+57.5% | $5,630-3.4% | $4,299+26.5% |
| Admin fee / account holder | $3,692 | $7,999-53.8% | $15,900-76.8% | $6,924-46.7% |