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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 | $167,748 | $98,766+69.8% | $149,730+12.0% | $79,852+110.1% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 16.41% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,907 | $3,217-9.6% | $4,645-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $7,819 | $5,681+37.6% | $6,843+14.3% | $3,740+109.0% |
| Admin fee / account holder | $2,078 | $6,052-65.7% | $9,310-77.7% | $5,306-60.8% |