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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 | $169,134 | $77,638+117.9% | $156,551+8.0% | $62,881+169.0% |
| Participation rate | 81.3% | 71.2%+10.1pp | 84.0%-2.8pp | 69.3%+11.9pp |
| Annual return | 6.33% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $791 | $3,444-77.0% | $5,501-85.6% | $2,281-65.3% |
| Participant deferral / active EE | $4,606 | $3,046+51.2% | $4,871-5.4% | $3,203+43.8% |
| Admin fee / account holder | $3,834 | $5,561-31.1% | $13,028-70.6% | $4,296-10.8% |