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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 | $173,141 | $93,589+85.0% | $135,942+27.4% | $75,181+130.3% |
| Participation rate | 83.6% | 75.2%+8.4pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 21.12% | 30.90%-9.8pp | 68.28%-47.2pp | 160.69%-139.6pp |
| Employer contribution / active EE | $2,605 | $3,537-26.3% | $4,858-46.4% | $2,671-2.4% |
| Participant deferral / active EE | $8,166 | $6,405+27.5% | $7,759+5.2% | $4,126+97.9% |
| Admin fee / account holder | $7,466 | $6,977+7.0% | $10,764-30.6% | $5,650+32.1% |