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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 | $147,990 | $68,073+117.4% | $76,080+94.5% | $85,851+72.4% |
| Participation rate | 85.2% | 72.5%+12.7pp | 79.4%+5.8pp | 69.3%+15.9pp |
| Annual return | 14.40% | 19.42%-5.0pp | 42.50%-28.1pp | 318.63%-304.2pp |
| Employer contribution / active EE | $3,692 | $3,209+15.1% | $3,962-6.8% | $2,565+43.9% |
| Participant deferral / active EE | $2,359 | $3,799-37.9% | $4,905-51.9% | $3,952-40.3% |
| Admin fee / account holder | $7,158 | $3,422+109.2% | $4,883+46.6% | $6,261+14.3% |