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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 | $172,548 | $117,904+46.3% | $102,457+68.4% | $145,978+18.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.58% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $5,840 | $3,613+61.6% | $3,022+93.2% | $4,662+25.3% |
| Participant deferral / active EE | $5,335 | $5,733-7.0% | $5,054+5.5% | $6,690-20.3% |
| Admin fee / account holder | $3,846 | $13,329-71.1% | $9,451-59.3% | $13,400-71.3% |