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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 | $61,125+178.4% | $94,057+80.9% | $87,485+94.5% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.3%+19.0pp | 68.9%+23.4pp |
| Annual return | 15.38% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,798 | $2,136+77.8% | $2,933+29.5% | $2,596+46.3% |
| Participant deferral / active EE | $7,591 | $3,260+132.8% | $4,709+61.2% | $4,274+77.6% |
| Admin fee / account holder | $1,840 | $5,629-67.3% | $7,244-74.6% | $7,775-76.3% |