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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 | $165,264 | $103,393+59.8% | $87,103+89.7% | $152,909+8.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,842 | $3,221-42.8% | $2,521-27.0% | $4,764-61.3% |
| Participant deferral / active EE | $5,906 | $4,778+23.6% | $4,049+45.9% | $5,851+0.9% |
| Admin fee / account holder | $853 | $12,195-93.0% | $7,491-88.6% | $11,601-92.7% |