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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 | $159,956 | $138,385+15.6% | $184,243-13.2% | $80,925+97.7% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 14.61% | 20.02%-5.4pp | 28.82%-14.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $9,142 | $4,851+88.5% | $6,427+42.2% | $2,756+231.7% |
| Participant deferral / active EE | $5,324 | $7,075-24.7% | $9,132-41.7% | $4,299+23.9% |
| Admin fee / account holder | $15,850 | $10,489+51.1% | $13,914+13.9% | $6,940+128.4% |