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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 | $167,031 | $106,267+57.2% | $96,520+73.1% | $139,456+19.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 29.91% | 38.45%-8.5pp | 35.72%-5.8pp | 373.45%-343.5pp |
| Employer contribution / active EE | $4,375 | $4,105+6.6% | $3,739+17.0% | $4,753-7.9% |
| Participant deferral / active EE | $6,429 | $5,454+17.9% | $4,879+31.8% | $6,711-4.2% |
| Admin fee / account holder | $1,248 | $7,882-84.2% | $6,733-81.5% | $11,407-89.1% |