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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 | $167,486 | $72,492+131.0% | $87,104+92.3% | $72,975+129.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 24.37% | 24.46%-0.1pp | 28.19%-3.8pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,096 | $1,894+10.7% | $2,521-16.9% | $2,440-14.1% |
| Participant deferral / active EE | $5,507 | $3,270+68.4% | $4,048+36.0% | $3,608+52.6% |
| Admin fee / account holder | $12,157 | $5,055+140.5% | $7,491+62.3% | $5,124+137.3% |