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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 | $178,148 | $97,648+82.4% | $121,663+46.4% | $87,485+103.6% |
| Participation rate | 86.4% | 70.5%+15.9pp | 74.5%+11.9pp | 68.9%+17.4pp |
| Annual return | 14.62% | 18.03%-3.4pp | 147.54%-132.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,631 | $2,300+14.4% | $3,020-12.9% | $2,596+1.3% |
| Participant deferral / active EE | $9,123 | $3,923+132.5% | $4,887+86.7% | $4,274+113.5% |
| Admin fee / account holder | $8,647 | $11,100-22.1% | $14,289-39.5% | $7,775+11.2% |