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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 | $154,558 | $78,707+96.4% | $117,861+31.1% | $70,126+120.4% |
| Participation rate | 73.0% | 73.2%-0.2pp | 79.7%-6.7pp | 69.5%+3.4pp |
| Annual return | 14.57% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $933 | $2,223-58.0% | $3,786-75.4% | $2,343-60.2% |
| Participant deferral / active EE | $4,522 | $3,297+37.2% | $4,482+0.9% | $3,332+35.7% |
| Admin fee / account holder | $11,349 | $5,066+124.0% | $8,021+41.5% | $4,645+144.3% |