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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 | $110,278+56.1% | $95,740+79.8% | $139,466+23.4% |
| Participation rate | 86.4% | 75.7%+10.6pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 12.07% | 27.19%-15.1pp | 28.41%-16.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $3,890 | $3,260+19.3% | $2,836+37.1% | $4,754-18.2% |
| Participant deferral / active EE | $3,546 | $4,674-24.1% | $4,244-16.5% | $6,712-47.2% |
| Admin fee / account holder | $4,646 | $6,613-29.7% | $5,676-18.2% | $11,409-59.3% |