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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 | $169,092 | $79,955+111.5% | $98,461+71.7% | $75,173+124.9% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 18.20% | 19.75%-1.5pp | 21.17%-3.0pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,608 | $2,264+15.2% | $3,049-14.5% | $2,671-2.4% |
| Participant deferral / active EE | $6,476 | $3,752+72.6% | $4,738+36.7% | $4,126+56.9% |
| Admin fee / account holder | $2,840 | $6,841-58.5% | $8,961-68.3% | $5,651-49.7% |