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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 | $179,445 | $93,598+91.7% | $135,974+32.0% | $75,173+138.7% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 24.78% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $3,084 | $3,538-12.8% | $4,859-36.5% | $2,671+15.5% |
| Participant deferral / active EE | $8,925 | $6,405+39.3% | $7,760+15.0% | $4,126+116.3% |
| Admin fee / account holder | $10,535 | $6,978+51.0% | $10,767-2.1% | $5,651+86.4% |