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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 | $170,351 | $107,421+58.6% | $182,262-6.5% | $94,015+81.2% |
| Participation rate | 79.8% | 77.8%+2.0pp | 84.2%-4.4pp | 70.8%+9.0pp |
| Annual return | 16.27% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $3,554 | $3,448+3.1% | $5,046-29.6% | $2,790+27.4% |
| Participant deferral / active EE | $7,761 | $6,558+18.4% | $8,276-6.2% | $4,249+82.6% |
| Admin fee / account holder | $7,861 | $8,692-9.6% | $16,712-53.0% | $8,951-12.2% |