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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 | $159,767 | $94,436+69.2% | $115,599+38.2% | $82,637+93.3% |
| Participation rate | 85.2% | 70.4%+14.8pp | 74.3%+10.9pp | 68.1%+17.1pp |
| Annual return | 31.16% | 18.37%+12.8pp | 111.10%-79.9pp | 53.51%-22.3pp |
| Employer contribution / active EE | $2,375 | $2,324+2.2% | $2,955-19.6% | $2,552-6.9% |
| Participant deferral / active EE | $8,690 | $3,955+119.7% | $4,889+77.7% | $4,126+110.6% |
| Admin fee / account holder | $15,267 | $10,328+47.8% | $12,841+18.9% | $7,339+108.0% |