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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 | $158,215 | $86,949+82.0% | $102,460+54.4% | $80,959+95.4% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | 12.19% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $5,148 | $2,370+117.2% | $3,025+70.2% | $2,757+86.7% |
| Participant deferral / active EE | $5,941 | $4,121+44.2% | $5,056+17.5% | $4,300+38.1% |
| Admin fee / account holder | $30,662 | $8,048+281.0% | $9,460+224.1% | $6,925+342.8% |