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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 | $170,580 | $79,961+113.3% | $98,462+73.2% | $75,177+126.9% |
| Participation rate | 82.4% | 70.4%+12.0pp | 75.2%+7.2pp | 67.2%+15.1pp |
| Annual return | 20.88% | 19.75%+1.1pp | 21.17%-0.3pp | 160.75%-139.9pp |
| Employer contribution / active EE | $2,276 | $2,264+0.5% | $3,049-25.3% | $2,671-14.8% |
| Participant deferral / active EE | $6,061 | $3,753+61.5% | $4,738+27.9% | $4,126+46.9% |
| Admin fee / account holder | $1,276 | $6,842-81.3% | $8,875-85.6% | $5,651-77.4% |