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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 | $169,833 | $96,731+75.6% | $123,973+37.0% | $86,983+95.2% |
| Participation rate | 79.2% | 70.0%+9.2pp | 76.7%+2.6pp | 69.5%+9.7pp |
| Annual return | 14.52% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,521 | $3,297-23.5% | $4,126-38.9% | $2,584-2.5% |
| Participant deferral / active EE | $4,781 | $4,152+15.1% | $5,247-8.9% | $4,194+14.0% |
| Admin fee / account holder | $3,719 | $8,722-57.4% | $11,799-68.5% | $7,856-52.7% |