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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 | $166,870 | $106,267+57.0% | $96,520+72.9% | $139,456+19.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 32.32% | 38.45%-6.1pp | 35.72%-3.4pp | 373.45%-341.1pp |
| Employer contribution / active EE | $2,824 | $4,105-31.2% | $3,739-24.5% | $4,753-40.6% |
| Participant deferral / active EE | $8,893 | $5,454+63.0% | $4,879+82.3% | $6,711+32.5% |
| Admin fee / account holder | $1,652 | $7,882-79.0% | $6,733-75.5% | $11,407-85.5% |