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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 | $142,983 | $80,983+76.6% | $96,544+48.1% | $75,177+90.2% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 16.69% | 27.05%-10.4pp | 25.88%-9.2pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,632 | $2,282+15.3% | $2,966-11.3% | $2,671-1.5% |
| Participant deferral / active EE | $5,566 | $3,929+41.7% | $4,851+14.7% | $4,126+34.9% |
| Admin fee / account holder | $2,237 | $6,717-66.7% | $8,254-72.9% | $5,651-60.4% |