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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 | $157,613 | $91,559+72.1% | $133,971+17.6% | $79,852+97.4% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 17.58% | 61.85%-44.3pp | 45.09%-27.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,736 | $2,384-27.2% | $3,919-55.7% | $2,471-29.7% |
| Participant deferral / active EE | $4,196 | $3,734+12.4% | $5,047-16.9% | $3,740+12.2% |
| Admin fee / account holder | $7,183 | $6,321+13.6% | $8,929-19.6% | $5,306+35.4% |