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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 | $167,230 | $94,031+77.8% | $115,768+44.5% | $82,448+102.8% |
| Participation rate | 88.9% | 70.4%+18.5pp | 74.4%+14.5pp | 68.1%+20.8pp |
| Annual return | 14.18% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,124 | $2,323-8.6% | $2,940-27.7% | $2,551-16.7% |
| Participant deferral / active EE | $4,638 | $3,972+16.8% | $4,917-5.7% | $4,139+12.0% |
| Admin fee / account holder | $7,632 | $10,249-25.5% | $12,439-38.6% | $7,234+5.5% |