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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 | $175,856 | $106,864+64.6% | $147,318+19.4% | $82,637+112.8% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 18.54% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,501 | $3,417-26.8% | $4,593-45.6% | $2,552-2.0% |
| Participant deferral / active EE | $10,621 | $6,496+63.5% | $7,906+34.3% | $4,126+157.4% |
| Admin fee / account holder | $5,295 | $8,415-37.1% | $13,708-61.4% | $7,339-27.9% |