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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 | $156,682 | $110,379+41.9% | $102,412+53.0% | $145,884+7.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.97% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,936 | $4,216-54.1% | $3,870-50.0% | $4,662-58.5% |
| Participant deferral / active EE | $5,136 | $5,622-8.6% | $5,060+1.5% | $6,690-23.2% |
| Admin fee / account holder | $13,477 | $9,745+38.3% | $8,388+60.7% | $13,392+0.6% |