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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 | $167,725 | $106,749+57.1% | $145,433+15.3% | $82,448+103.4% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 18.90% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,511 | $3,444-56.1% | $4,554-66.8% | $2,551-40.8% |
| Participant deferral / active EE | $4,844 | $6,519-25.7% | $7,897-38.7% | $4,139+17.0% |
| Admin fee / account holder | $3,261 | $8,390-61.1% | $13,129-75.2% | $7,234-54.9% |