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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 | $174,984 | $80,983+116.1% | $96,544+81.2% | $75,177+132.8% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.5pp | 67.2%+30.2pp |
| Annual return | 17.70% | 27.05%-9.4pp | 25.88%-8.2pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,425 | $2,282+6.3% | $2,966-18.2% | $2,671-9.2% |
| Participant deferral / active EE | $5,895 | $3,929+50.1% | $4,851+21.5% | $4,126+42.9% |
| Admin fee / account holder | $3,953 | $6,717-41.1% | $8,254-52.1% | $5,651-30.0% |