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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 | $173,052 | $99,994+73.1% | $146,643+18.0% | $85,847+101.6% |
| Participation rate | 84.7% | 73.1%+11.6pp | 80.1%+4.6pp | 69.3%+15.4pp |
| Annual return | 15.12% | 18.93%-3.8pp | 22.75%-7.6pp | 318.61%-303.5pp |
| Employer contribution / active EE | $849 | $2,559-66.8% | $4,137-79.5% | $2,565-66.9% |
| Participant deferral / active EE | $6,018 | $4,006+50.2% | $5,506+9.3% | $3,952+52.3% |
| Admin fee / account holder | $6,276 | $7,703-18.5% | $10,280-38.9% | $6,261+0.3% |