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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 | $151,171 | $73,787+104.9% | $98,716+53.1% | $82,448+83.4% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 14.51% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,612 | $1,511+72.9% | $2,279+14.7% | $2,551+2.4% |
| Participant deferral / active EE | $4,714 | $3,081+53.0% | $4,048+16.5% | $4,139+13.9% |
| Admin fee / account holder | $11,175 | $6,500+71.9% | $8,703+28.4% | $7,234+54.5% |