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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 | $171,513 | $77,920+120.1% | $149,723+14.6% | $75,177+128.1% |
| Participation rate | 92.7% | 65.6%+27.1pp | 78.8%+13.9pp | 67.2%+25.5pp |
| Annual return | 20.64% | 31.72%-11.1pp | 134.50%-113.9pp | 160.75%-140.1pp |
| Employer contribution / active EE | $976 | $3,138-68.9% | $4,821-79.8% | $2,671-63.5% |
| Participant deferral / active EE | $8,074 | $3,411+136.7% | $5,682+42.1% | $4,126+95.7% |
| Admin fee / account holder | $1,019 | $5,951-82.9% | $13,215-92.3% | $5,651-82.0% |