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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 | $174,482 | $117,829+48.1% | $102,423+70.4% | $145,877+19.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 23.71% | 31.83%-8.1pp | 29.42%-5.7pp | 551.28%-527.6pp |
| Employer contribution / active EE | $1,630 | $3,615-54.9% | $3,023-46.1% | $4,663-65.0% |
| Participant deferral / active EE | $5,218 | $5,732-9.0% | $5,054+3.2% | $6,691-22.0% |
| Admin fee / account holder | $14,597 | $13,335+9.5% | $9,455+54.4% | $13,402+8.9% |