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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 | $166,786 | $73,988+125.4% | $96,538+72.8% | $75,177+121.9% |
| Participation rate | 74.3% | 66.4%+7.9pp | 74.3%-0.1pp | 67.2%+7.1pp |
| Annual return | 17.11% | 26.73%-9.6pp | 35.74%-18.6pp | 160.75%-143.6pp |
| Employer contribution / active EE | $3,863 | $2,930+31.8% | $3,740+3.3% | $2,671+44.6% |
| Participant deferral / active EE | $4,983 | $3,660+36.1% | $4,880+2.1% | $4,126+20.7% |
| Admin fee / account holder | $1,721 | $5,220-67.0% | $6,737-74.5% | $5,651-69.5% |