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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 | $164,101 | $90,400+81.5% | $186,193-11.9% | $87,485+87.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.1%+15.2pp | 68.9%+23.4pp |
| Annual return | 13.16% | 22.15%-9.0pp | 78.03%-64.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $4,524 | $2,170+108.5% | $3,918+15.5% | $2,596+74.3% |
| Participant deferral / active EE | $5,476 | $4,330+26.5% | $6,513-15.9% | $4,274+28.1% |
| Admin fee / account holder | $6,322 | $8,673-27.1% | $11,058-42.8% | $7,775-18.7% |