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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 | $162,777 | $93,598+73.9% | $135,974+19.7% | $75,173+116.5% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 17.86% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $871 | $3,538-75.4% | $4,859-82.1% | $2,671-67.4% |
| Participant deferral / active EE | $7,583 | $6,405+18.4% | $7,760-2.3% | $4,126+83.8% |
| Admin fee / account holder | $973 | $6,978-86.1% | $10,767-91.0% | $5,651-82.8% |