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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 | $167,611 | $124,425+34.7% | $112,040+49.6% | $137,256+22.1% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 17.64% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,340 | $3,411+173.8% | $2,954+216.2% | $4,156+124.7% |
| Participant deferral / active EE | $2,251 | $5,718-60.6% | $5,098-55.8% | $6,407-64.9% |
| Admin fee / account holder | $3,395 | $15,207-77.7% | $12,098-71.9% | $12,270-72.3% |