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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 | $162,606 | $106,749+52.3% | $145,433+11.8% | $82,448+97.2% |
| Participation rate | 84.9% | 75.6%+9.3pp | 82.1%+2.8pp | 68.1%+16.8pp |
| Annual return | 15.77% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,816 | $3,444+10.8% | $4,554-16.2% | $2,551+49.6% |
| Participant deferral / active EE | $9,883 | $6,519+51.6% | $7,897+25.1% | $4,139+138.8% |
| Admin fee / account holder | $5,914 | $8,390-29.5% | $13,129-55.0% | $7,234-18.3% |