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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 | $106,524+55.9% | $152,301+9.1% | $87,485+89.9% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.4%+7.4pp | 68.9%+20.9pp |
| Annual return | 15.88% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,771 | $3,371-17.8% | $4,624-40.1% | $2,596+6.7% |
| Participant deferral / active EE | $16,281 | $6,525+149.5% | $8,004+103.4% | $4,274+281.0% |
| Admin fee / account holder | $19,462 | $8,287+134.9% | $14,398+35.2% | $7,775+150.3% |