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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 | $175,473 | $80,992+116.7% | $96,534+81.8% | $75,173+133.4% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 12.88% | 27.05%-14.2pp | 25.88%-13.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,906 | $2,283+27.3% | $2,965-2.0% | $2,671+8.8% |
| Participant deferral / active EE | $11,437 | $3,929+191.1% | $4,851+135.8% | $4,126+177.2% |
| Admin fee / account holder | $10,314 | $6,717+53.5% | $8,253+25.0% | $5,651+82.5% |