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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 | $169,734 | $124,330+36.5% | $109,173+55.5% | $167,536+1.3% |
| Participation rate | 82.4% | 79.5%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 13.23% | 26.04%-12.8pp | 25.75%-12.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $15,245 | $4,209+262.2% | $3,723+309.5% | $4,839+215.0% |
| Participant deferral / active EE | $3,418 | $5,256-35.0% | $4,654-26.6% | $6,342-46.1% |
| Admin fee / account holder | $9,951 | $7,974+24.8% | $6,755+47.3% | $12,315-19.2% |