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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 | $173,333 | $108,825+59.3% | $156,181+11.0% | $82,448+110.2% |
| Participation rate | 87.0% | 72.4%+14.7pp | 78.8%+8.2pp | 68.1%+19.0pp |
| Annual return | 16.23% | 20.59%-4.4pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,310 | $2,870+15.3% | $4,294-22.9% | $2,551+29.8% |
| Participant deferral / active EE | $8,575 | $4,577+87.3% | $6,132+39.8% | $4,139+107.2% |
| Admin fee / account holder | $4,049 | $9,341-56.7% | $14,586-72.2% | $7,234-44.0% |