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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 | $166,539 | $103,392+61.1% | $87,104+91.2% | $152,897+8.9% |
| Participation rate | 88.2% | 79.4%+8.9pp | 76.9%+11.4pp | 82.5%+5.8pp |
| Annual return | 16.19% | 28.10%-11.9pp | 28.19%-12.0pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,154 | $3,221-33.1% | $2,521-14.6% | $4,764-54.8% |
| Participant deferral / active EE | $5,490 | $4,778+14.9% | $4,048+35.6% | $5,851-6.2% |
| Admin fee / account holder | $2,251 | $12,194-81.5% | $7,491-69.9% | $11,599-80.6% |