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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 | $170,193 | $180,028-5.5% | $138,135+23.2% | $158,982+7.1% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 18.40% | 21.68%-3.3pp | 20.51%-2.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $9,301 | $7,470+24.5% | $5,587+66.5% | $4,763+95.3% |
| Participant deferral / active EE | $12,024 | $7,717+55.8% | $6,431+87.0% | $5,983+100.9% |
| Admin fee / account holder | $1,838 | $17,912-89.7% | $11,856-84.5% | $11,252-83.7% |