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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 | $182,639 | $93,617+95.1% | $135,982+34.3% | $75,177+142.9% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.2pp | 67.2%+13.6pp |
| Annual return | 16.50% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,634 | $3,538-53.8% | $4,859-66.4% | $2,671-38.8% |
| Participant deferral / active EE | $9,682 | $6,406+51.1% | $7,760+24.8% | $4,126+134.6% |
| Admin fee / account holder | $8,021 | $6,980+14.9% | $10,767-25.5% | $5,651+41.9% |