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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 | $170,616 | $52,279+226.4% | $89,435+90.8% | $79,856+113.7% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 13.80% | 22.16%-8.4pp | 245.55%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,525 | $1,572-3.0% | $2,587-41.1% | $2,471-38.3% |
| Participant deferral / active EE | $3,271 | $2,740+19.4% | $3,890-15.9% | $3,741-12.6% |
| Admin fee / account holder | $416 | $3,356-87.6% | $4,884-91.5% | $5,306-92.2% |