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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 | $166,285 | $125,797+32.2% | $170,028-2.2% | $75,181+121.2% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 17.98% | 27.20%-9.2pp | 53.39%-35.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $3,552 | $4,616-23.1% | $6,788-47.7% | $2,671+33.0% |
| Participant deferral / active EE | $7,970 | $6,838+16.6% | $10,409-23.4% | $4,126+93.2% |
| Admin fee / account holder | $6,615 | $8,177-19.1% | $12,820-48.4% | $5,650+17.1% |