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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 | $166,123 | $99,875+66.3% | $146,866+13.1% | $86,983+91.0% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 15.88% | 28.10%-12.2pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,771 | $3,224-14.1% | $4,425-37.4% | $2,584+7.2% |
| Participant deferral / active EE | $16,281 | $6,322+157.5% | $7,759+109.8% | $4,194+288.2% |
| Admin fee / account holder | $19,462 | $7,838+148.3% | $13,620+42.9% | $7,856+147.7% |