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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 | $151,070 | $98,766+53.0% | $149,730+0.9% | $79,852+89.2% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.5%-4.6pp | 69.6%+8.3pp |
| Annual return | 18.79% | 27.43%-8.6pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,684 | $3,217-16.6% | $4,645-42.2% | $2,471+8.6% |
| Participant deferral / active EE | $9,824 | $5,681+72.9% | $6,843+43.6% | $3,740+162.7% |
| Admin fee / account holder | $451 | $6,052-92.6% | $9,310-95.2% | $5,306-91.5% |