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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 | $160,109 | $107,421+49.0% | $182,262-12.2% | $94,015+70.3% |
| Participation rate | 98.2% | 77.8%+20.4pp | 84.2%+14.0pp | 70.8%+27.4pp |
| Annual return | 13.86% | 21.32%-7.5pp | 140.60%-126.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $2,944 | $3,448-14.6% | $5,046-41.7% | $2,790+5.5% |
| Participant deferral / active EE | $8,424 | $6,558+28.5% | $8,276+1.8% | $4,249+98.2% |
| Admin fee / account holder | $18,301 | $8,692+110.6% | $16,712+9.5% | $8,951+104.5% |