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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 | $167,421 | $106,247+57.6% | $96,515+73.5% | $139,466+20.0% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 22.16% | 38.47%-16.3pp | 35.73%-13.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,603 | $4,106-36.6% | $3,740-30.4% | $4,754-45.2% |
| Participant deferral / active EE | $6,146 | $5,456+12.7% | $4,880+26.0% | $6,712-8.4% |
| Admin fee / account holder | $1,485 | $7,885-81.2% | $6,735-78.0% | $11,409-87.0% |