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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 | $151,695 | $93,598+62.1% | $135,974+11.6% | $75,173+101.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 16.49% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,597 | $3,538-26.6% | $4,859-46.6% | $2,671-2.8% |
| Participant deferral / active EE | $11,261 | $6,405+75.8% | $7,760+45.1% | $4,126+172.9% |
| Admin fee / account holder | $10,381 | $6,978+48.8% | $10,767-3.6% | $5,651+83.7% |