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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 | $169,670 | $96,965+75.0% | $97,995+73.1% | $147,586+15.0% |
| Participation rate | 91.7% | 83.6%+8.0pp | 82.4%+9.3pp | 82.8%+8.8pp |
| Annual return | 13.77% | 24.11%-10.3pp | 23.94%-10.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,973 | $4,536-56.5% | $4,158-52.6% | $4,876-59.6% |
| Participant deferral / active EE | $6,873 | $5,081+35.3% | $5,097+34.9% | $5,439+26.4% |
| Admin fee / account holder | $453 | $8,120-94.4% | $5,943-92.4% | $10,886-95.8% |