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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 | $159,669 | $201,370-20.7% | $184,256-13.3% | $145,897+9.4% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.67% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,825 | $7,024-59.8% | $6,427-56.1% | $4,663-39.4% |
| Participant deferral / active EE | $3,871 | $9,808-60.5% | $9,133-57.6% | $6,689-42.1% |
| Admin fee / account holder | $4,136 | $16,364-74.7% | $13,899-70.2% | $13,390-69.1% |