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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 | $171,373 | $75,541+126.9% | $152,093+12.7% | $82,637+107.4% |
| Participation rate | 82.1% | 66.5%+15.6pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 16.95% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $3,694 | $2,622+40.9% | $4,175-11.5% | $2,552+44.7% |
| Participant deferral / active EE | $10,041 | $3,206+213.2% | $5,451+84.2% | $4,126+143.3% |
| Admin fee / account holder | $5,223 | $6,405-18.4% | $14,497-64.0% | $7,339-28.8% |