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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 | $163,671 | $93,598+74.9% | $135,974+20.4% | $75,173+117.7% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 17.20% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,575 | $3,538-27.2% | $4,859-47.0% | $2,671-3.6% |
| Participant deferral / active EE | $6,063 | $6,405-5.3% | $7,760-21.9% | $4,126+46.9% |
| Admin fee / account holder | $6,552 | $6,978-6.1% | $10,767-39.1% | $5,651+15.9% |