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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 | $172,375 | $125,797+37.0% | $170,057+1.4% | $75,177+129.3% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 24.30% | 27.20%-2.9pp | 53.42%-29.1pp | 160.75%-136.4pp |
| Employer contribution / active EE | $4,357 | $4,616-5.6% | $6,790-35.8% | $2,671+63.1% |
| Participant deferral / active EE | $18,462 | $6,838+170.0% | $10,411+77.3% | $4,126+347.4% |
| Admin fee / account holder | $9,858 | $8,177+20.6% | $12,826-23.1% | $5,651+74.4% |