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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 | $172,096 | $110,248+56.1% | $95,728+79.8% | $139,456+23.4% |
| Participation rate | 86.4% | 75.7%+10.6pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 12.07% | 27.16%-15.1pp | 28.40%-16.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $3,890 | $3,258+19.4% | $2,835+37.2% | $4,753-18.2% |
| Participant deferral / active EE | $3,546 | $4,675-24.2% | $4,245-16.5% | $6,711-47.2% |
| Admin fee / account holder | $4,646 | $6,607-29.7% | $5,673-18.1% | $11,407-59.3% |