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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 | $106,749+59.6% | $145,433+17.1% | $82,448+106.6% |
| Participation rate | 79.8% | 75.6%+4.1pp | 82.1%-2.3pp | 68.1%+11.7pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,554 | $3,444+3.2% | $4,554-22.0% | $2,551+39.3% |
| Participant deferral / active EE | $7,761 | $6,519+19.1% | $7,897-1.7% | $4,139+87.5% |
| Admin fee / account holder | $7,861 | $8,390-6.3% | $13,129-40.1% | $7,234+8.7% |