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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 | $167,815 | $126,661+32.5% | $113,397+48.0% | $138,895+20.8% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 17.49% | 25.05%-7.6pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $5,357 | $3,456+55.0% | $2,977+79.9% | $4,194+27.7% |
| Participant deferral / active EE | $3,366 | $5,693-40.9% | $5,076-33.7% | $6,396-47.4% |
| Admin fee / account holder | $32,393 | $14,549+122.6% | $11,957+170.9% | $12,562+157.9% |