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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 | $166,409 | $55,889+197.7% | $76,119+118.6% | $80,935+105.6% |
| Participation rate | 78.3% | 62.1%+16.3pp | 69.1%+9.3pp | 67.7%+10.7pp |
| Annual return | 13.16% | 20.58%-7.4pp | 361.25%-348.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,438 | $1,866+30.7% | $2,693-9.4% | $2,757-11.6% |
| Participant deferral / active EE | $8,342 | $3,051+173.4% | $4,259+95.9% | $4,299+94.0% |
| Admin fee / account holder | $1,548 | $5,241-70.5% | $6,421-75.9% | $6,924-77.6% |