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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 | $163,579 | $117,433+39.3% | $99,475+64.4% | $152,897+7.0% |
| Participation rate | 78.9% | 77.5%+1.4pp | 73.8%+5.1pp | 82.5%-3.5pp |
| Annual return | 24.66% | 31.87%-7.2pp | 30.72%-6.1pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,338 | $3,013-22.4% | $2,540-7.9% | $4,764-50.9% |
| Participant deferral / active EE | $8,337 | $4,086+104.0% | $3,619+130.4% | $5,851+42.5% |
| Admin fee / account holder | $7,318 | $7,634-4.1% | $6,252+17.0% | $11,599-36.9% |