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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 | $168,620 | $77,814+116.7% | $158,223+6.6% | $86,983+93.9% |
| Participation rate | 93.1% | 68.4%+24.7pp | 79.2%+13.9pp | 69.5%+23.6pp |
| Annual return | 15.50% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $5,675 | $2,592+118.9% | $4,109+38.1% | $2,584+119.6% |
| Participant deferral / active EE | $3,363 | $3,270+2.9% | $5,467-38.5% | $4,194-19.8% |
| Admin fee / account holder | $7,201 | $5,879+22.5% | $16,047-55.1% | $7,856-8.3% |