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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 | $160,544 | $72,492+121.5% | $87,104+84.3% | $72,975+120.0% |
| Participation rate | 93.4% | 72.8%+20.6pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 18.79% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $4,097 | $1,894+116.3% | $2,521+62.5% | $2,440+67.9% |
| Participant deferral / active EE | $2,948 | $3,270-9.8% | $4,048-27.2% | $3,608-18.3% |
| Admin fee / account holder | $6,282 | $5,055+24.3% | $7,491-16.1% | $5,124+22.6% |