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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 | $152,934 | $75,720+102.0% | $90,312+69.3% | $86,983+75.8% |
| Participation rate | 83.3% | 66.3%+17.1pp | 72.9%+10.4pp | 69.5%+13.8pp |
| Annual return | 15.87% | 18.55%-2.7pp | 18.90%-3.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $3,056 | $1,945+57.1% | $2,243+36.3% | $2,584+18.2% |
| Participant deferral / active EE | $4,846 | $3,001+61.5% | $3,749+29.2% | $4,194+15.5% |
| Admin fee / account holder | $25,509 | $6,201+311.4% | $8,248+209.3% | $7,856+224.7% |