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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 | $177,665 | $88,672+100.4% | $105,223+68.8% | $82,448+115.5% |
| Participation rate | 75.4% | 67.9%+7.5pp | 75.0%+0.4pp | 68.1%+7.4pp |
| Annual return | 17.63% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,259 | $3,048+39.7% | $3,689+15.5% | $2,551+67.0% |
| Participant deferral / active EE | $9,369 | $4,036+132.2% | $5,072+84.7% | $4,139+126.4% |
| Admin fee / account holder | $6,184 | $7,146-13.5% | $8,859-30.2% | $7,234-14.5% |