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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 | $167,630 | $78,707+113.0% | $117,861+42.2% | $70,126+139.0% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 12.76% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,088 | $2,223-51.1% | $3,786-71.3% | $2,343-53.6% |
| Participant deferral / active EE | $5,058 | $3,297+53.4% | $4,482+12.9% | $3,332+51.8% |
| Admin fee / account holder | $5,423 | $5,066+7.1% | $8,021-32.4% | $4,645+16.7% |