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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 | $175,699 | $86,294+103.6% | $111,303+57.9% | $85,854+104.6% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 12.88% | 19.99%-7.1pp | 54.66%-41.8pp | 318.56%-305.7pp |
| Employer contribution / active EE | $945 | $2,043-53.7% | $2,731-65.4% | $2,565-63.1% |
| Participant deferral / active EE | $5,476 | $3,641+50.4% | $4,488+22.0% | $3,952+38.6% |
| Admin fee / account holder | $1,667 | $8,189-79.6% | $7,965-79.1% | $6,260-73.4% |