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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 | $167,645 | $81,262+106.3% | $155,602+7.7% | $80,911+107.2% |
| Participation rate | 83.1% | 66.2%+16.8pp | 78.2%+4.8pp | 67.6%+15.4pp |
| Annual return | 16.66% | 33.34%-16.7pp | 64.81%-48.2pp | 35.63%-19.0pp |
| Employer contribution / active EE | $2,872 | $3,102-7.4% | $4,675-38.6% | $2,756+4.2% |
| Participant deferral / active EE | $5,440 | $3,451+57.6% | $5,629-3.4% | $4,297+26.6% |
| Admin fee / account holder | $3,692 | $7,992-53.8% | $15,923-76.8% | $6,935-46.8% |