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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 | $168,518 | $80,985+108.1% | $96,576+74.5% | $75,181+124.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 13.12% | 27.05%-13.9pp | 25.87%-12.7pp | 160.69%-147.6pp |
| Employer contribution / active EE | $4,648 | $2,282+103.6% | $2,965+56.8% | $2,671+74.0% |
| Participant deferral / active EE | $6,544 | $3,929+66.6% | $4,851+34.9% | $4,126+58.6% |
| Admin fee / account holder | $5,157 | $6,719-23.2% | $8,253-37.5% | $5,650-8.7% |