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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 | $137,968 | $79,955+72.6% | $98,461+40.1% | $75,173+83.5% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 19.68% | 19.75%-0.1pp | 21.17%-1.5pp | 160.72%-141.0pp |
| Employer contribution / active EE | $2,195 | $2,264-3.1% | $3,049-28.0% | $2,671-17.8% |
| Participant deferral / active EE | $3,483 | $3,752-7.2% | $4,738-26.5% | $4,126-15.6% |
| Admin fee / account holder | $18,825 | $6,841+175.2% | $8,961+110.1% | $5,651+233.1% |