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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 | $163,575 | $72,177+126.6% | $115,038+42.2% | $59,633+174.3% |
| Participation rate | 93.1% | 72.6%+20.6pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | 8.32% | 12.02%-3.7pp | 26.14%-17.8pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $737 | $2,841-74.1% | $4,608-84.0% | $2,203-66.5% |
| Participant deferral / active EE | $6,226 | $4,783+30.2% | $6,026+3.3% | $3,192+95.1% |
| Admin fee / account holder | $1,069 | $4,927-78.3% | $8,175-86.9% | $4,297-75.1% |