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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 | $169,614 | $80,983+109.4% | $96,544+75.7% | $75,177+125.6% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 16.62% | 27.05%-10.4pp | 25.88%-9.3pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,570 | $2,282+12.6% | $2,966-13.4% | $2,671-3.8% |
| Participant deferral / active EE | $7,478 | $3,929+90.3% | $4,851+54.1% | $4,126+81.2% |
| Admin fee / account holder | $652 | $6,717-90.3% | $8,254-92.1% | $5,651-88.5% |