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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 | $167,572 | $70,684+137.1% | $169,390-1.1% | $75,173+122.9% |
| Participation rate | 76.3% | 64.8%+11.5pp | 77.2%-0.9pp | 67.2%+9.1pp |
| Annual return | 16.33% | 36.38%-20.1pp | 406.07%-389.7pp | 160.72%-144.4pp |
| Employer contribution / active EE | $5,169 | $2,211+133.8% | $4,013+28.8% | $2,671+93.5% |
| Participant deferral / active EE | $10,038 | $4,310+132.9% | $6,222+61.3% | $4,126+143.3% |
| Admin fee / account holder | $1,151 | $5,404-78.7% | $9,015-87.2% | $5,651-79.6% |