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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 | $170,173 | $64,920+162.1% | $103,693+64.1% | $86,983+95.6% |
| Participation rate | 92.3% | 63.6%+28.7pp | 72.6%+19.7pp | 69.5%+22.8pp |
| Annual return | 15.38% | 30.29%-14.9pp | 47.61%-32.2pp | 25.83%-10.5pp |
| Employer contribution / active EE | $3,798 | $2,141+77.4% | $2,920+30.1% | $2,584+47.0% |
| Participant deferral / active EE | $7,591 | $3,241+134.2% | $4,579+65.8% | $4,194+81.0% |
| Admin fee / account holder | $1,840 | $6,191-70.3% | $7,858-76.6% | $7,856-76.6% |