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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 | $169,006 | $57,541+193.7% | $95,740+76.5% | $75,173+124.8% |
| Participation rate | 82.4% | 62.5%+19.8pp | 72.3%+10.1pp | 67.2%+15.1pp |
| Annual return | 15.47% | 34.93%-19.5pp | 28.41%-12.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,790 | $1,808+54.3% | $2,836-1.6% | $2,671+4.5% |
| Participant deferral / active EE | $5,286 | $3,074+72.0% | $4,244+24.6% | $4,126+28.1% |
| Admin fee / account holder | $2,865 | $4,099-30.1% | $5,676-49.5% | $5,651-49.3% |