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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 | $160,893 | $103,393+55.6% | $87,103+84.7% | $152,909+5.2% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 22.78% | 28.10%-5.3pp | 28.19%-5.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,872 | $3,221-10.9% | $2,521+13.9% | $4,764-39.7% |
| Participant deferral / active EE | $8,907 | $4,778+86.4% | $4,049+120.0% | $5,851+52.2% |
| Admin fee / account holder | $8,182 | $12,195-32.9% | $7,491+9.2% | $11,601-29.5% |