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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 | $169,599 | $73,988+129.2% | $96,538+75.7% | $75,177+125.6% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 16.98% | 26.73%-9.7pp | 35.74%-18.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,592 | $2,930-11.5% | $3,740-30.7% | $2,671-3.0% |
| Participant deferral / active EE | $5,184 | $3,660+41.6% | $4,880+6.2% | $4,126+25.6% |
| Admin fee / account holder | $945 | $5,220-81.9% | $6,737-86.0% | $5,651-83.3% |