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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 | $167,562 | $81,276+106.2% | $155,574+7.7% | $80,925+107.1% |
| Participation rate | 89.2% | 66.2%+22.9pp | 78.2%+11.0pp | 67.7%+21.5pp |
| Annual return | 12.43% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $5,000 | $3,103+61.1% | $4,676+6.9% | $2,756+81.4% |
| Participant deferral / active EE | $7,360 | $3,453+113.2% | $5,629+30.8% | $4,299+71.2% |
| Admin fee / account holder | $2,420 | $7,993-69.7% | $15,914-84.8% | $6,940-65.1% |