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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 | $168,998 | $87,733+92.6% | $106,555+58.6% | $85,847+96.9% |
| Participation rate | 87.5% | 71.9%+15.6pp | 76.1%+11.4pp | 69.3%+18.2pp |
| Annual return | 12.11% | 21.86%-9.7pp | 26.80%-14.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $2,502 | $2,073+20.7% | $2,819-11.3% | $2,565-2.5% |
| Participant deferral / active EE | $7,070 | $3,469+103.8% | $4,399+60.7% | $3,952+78.9% |
| Admin fee / account holder | $4,465 | $6,767-34.0% | $7,408-39.7% | $6,261-28.7% |