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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 | $168,156 | $111,535+50.8% | $105,223+59.8% | $137,256+22.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 15.35% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,728 | $3,939-30.7% | $3,689-26.0% | $4,156-34.4% |
| Participant deferral / active EE | $14,416 | $5,500+162.1% | $5,072+184.3% | $6,407+125.0% |
| Admin fee / account holder | $1,544 | $9,721-84.1% | $8,859-82.6% | $12,270-87.4% |