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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 | $174,636 | $88,672+96.9% | $105,223+66.0% | $82,448+111.8% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 15.83% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,885 | $3,048-38.2% | $3,689-48.9% | $2,551-26.1% |
| Participant deferral / active EE | $7,302 | $4,036+80.9% | $5,072+44.0% | $4,139+76.4% |
| Admin fee / account holder | $5,074 | $7,146-29.0% | $8,859-42.7% | $7,234-29.9% |