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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 | $78,520+112.5% | $96,576+72.8% | $82,448+102.4% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 16.94% | 41.30%-24.4pp | 38.47%-21.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,882 | $2,630+9.6% | $3,553-18.9% | $2,551+13.0% |
| Participant deferral / active EE | $9,043 | $6,754+33.9% | $7,956+13.7% | $4,139+118.5% |
| Admin fee / account holder | $10,345 | $13,455-23.1% | $11,381-9.1% | $7,234+43.0% |