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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 | $153,148 | $80,983+89.1% | $96,544+58.6% | $75,177+103.7% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 18.05% | 27.05%-9.0pp | 25.88%-7.8pp | 160.75%-142.7pp |
| Employer contribution / active EE | $2,788 | $2,282+22.2% | $2,966-6.0% | $2,671+4.4% |
| Participant deferral / active EE | $6,748 | $3,929+71.8% | $4,851+39.1% | $4,126+63.5% |
| Admin fee / account holder | $16,437 | $6,717+144.7% | $8,254+99.1% | $5,651+190.9% |