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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 | $147,202 | $88,672+66.0% | $105,223+39.9% | $82,448+78.5% |
| Participation rate | 91.8% | 67.9%+23.9pp | 75.0%+16.7pp | 68.1%+23.7pp |
| Annual return | 16.69% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,112 | $3,048+2.1% | $3,689-15.6% | $2,551+22.0% |
| Participant deferral / active EE | $8,237 | $4,036+104.1% | $5,072+62.4% | $4,139+99.0% |
| Admin fee / account holder | $6,762 | $7,146-5.4% | $8,859-23.7% | $7,234-6.5% |