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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 | $145,635 | $101,795+43.1% | $165,100-11.8% | $80,959+79.9% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.7%+13.6pp |
| Annual return | 18.45% | 16.73%+1.7pp | 70.21%-51.8pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,765 | $2,954-6.4% | $4,348-36.4% | $2,757+0.3% |
| Participant deferral / active EE | $5,561 | $4,476+24.2% | $6,035-7.9% | $4,300+29.3% |
| Admin fee / account holder | $23,614 | $8,221+187.2% | $12,696+86.0% | $6,925+241.0% |