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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 | $166,874 | $77,358+115.7% | $102,184+63.3% | $87,485+90.7% |
| Participation rate | 85.2% | 78.7%+6.5pp | 82.6%+2.6pp | 68.9%+16.3pp |
| Annual return | 16.94% | 41.11%-24.2pp | 31.58%-14.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,882 | $2,562+12.5% | $3,594-19.8% | $2,596+11.0% |
| Participant deferral / active EE | $9,043 | $6,753+33.9% | $8,309+8.8% | $4,274+111.6% |
| Admin fee / account holder | $10,345 | $6,809+51.9% | $11,609-10.9% | $7,775+33.1% |