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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 | $149,502 | $101,795+46.9% | $165,100-9.4% | $80,959+84.7% |
| Participation rate | 77.8% | 71.8%+6.0pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 14.36% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,365 | $2,954-53.8% | $4,348-68.6% | $2,757-50.5% |
| Participant deferral / active EE | $8,436 | $4,476+88.5% | $6,035+39.8% | $4,300+96.2% |
| Admin fee / account holder | $22,197 | $8,221+170.0% | $12,696+74.8% | $6,925+220.5% |