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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 | $159,879 | $110,307+44.9% | $96,576+65.5% | $139,456+14.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 20.79% | 26.40%-5.6pp | 25.87%-5.1pp | 373.45%-352.7pp |
| Employer contribution / active EE | $2,121 | $3,619-41.4% | $2,965-28.5% | $4,753-55.4% |
| Participant deferral / active EE | $8,473 | $5,547+52.7% | $4,851+74.7% | $6,711+26.2% |
| Admin fee / account holder | $12,084 | $11,597+4.2% | $8,253+46.4% | $11,407+5.9% |