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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 | $147,248 | $106,749+37.9% | $145,433+1.2% | $82,448+78.6% |
| Participation rate | 73.8% | 75.6%-1.9pp | 82.1%-8.4pp | 68.1%+5.7pp |
| Annual return | 20.75% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $4,209 | $3,444+22.2% | $4,554-7.6% | $2,551+65.0% |
| Participant deferral / active EE | $10,456 | $6,519+60.4% | $7,897+32.4% | $4,139+152.6% |
| Admin fee / account holder | $19,008 | $8,390+126.6% | $13,129+44.8% | $7,234+162.7% |