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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 | $167,883 | $78,690+113.3% | $161,489+4.0% | $87,485+91.9% |
| Participation rate | 94.7% | 67.5%+27.3pp | 78.7%+16.0pp | 68.9%+25.8pp |
| Annual return | 16.99% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $3,135 | $2,588+21.1% | $4,268-26.5% | $2,596+20.8% |
| Participant deferral / active EE | $7,675 | $3,311+131.8% | $5,630+36.3% | $4,274+79.6% |
| Admin fee / account holder | $1,556 | $6,724-76.9% | $16,006-90.3% | $7,775-80.0% |