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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 | $169,453 | $93,617+81.0% | $135,982+24.6% | $75,177+125.4% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 18.02% | 30.89%-12.9pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $4,294 | $3,538+21.3% | $4,859-11.6% | $2,671+60.7% |
| Participant deferral / active EE | $8,792 | $6,406+37.2% | $7,760+13.3% | $4,126+113.1% |
| Admin fee / account holder | $4,914 | $6,980-29.6% | $10,767-54.4% | $5,651-13.1% |