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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 | $141,543 | $95,453+48.3% | $112,040+26.3% | $82,448+71.7% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.0pp | 68.1%+25.4pp |
| Annual return | 15.94% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,100 | $2,318+33.7% | $2,954+4.9% | $2,551+21.5% |
| Participant deferral / active EE | $7,060 | $4,224+67.2% | $5,098+38.5% | $4,139+70.6% |
| Admin fee / account holder | $25,088 | $9,013+178.3% | $12,098+107.4% | $7,234+246.8% |