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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 | $153,551 | $117,433+30.8% | $99,475+54.4% | $152,897+0.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 23.61% | 31.87%-8.3pp | 30.72%-7.1pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,245 | $3,013-25.5% | $2,540-11.6% | $4,764-52.9% |
| Participant deferral / active EE | $6,330 | $4,086+54.9% | $3,619+74.9% | $5,851+8.2% |
| Admin fee / account holder | $3,619 | $7,634-52.6% | $6,252-42.1% | $11,599-68.8% |