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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 | $146,623 | $78,520+86.7% | $96,576+51.8% | $82,448+77.8% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 18.14% | 41.30%-23.2pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,650 | $2,630-37.2% | $3,553-53.6% | $2,551-35.3% |
| Participant deferral / active EE | $12,782 | $6,754+89.2% | $7,956+60.6% | $4,139+208.8% |
| Admin fee / account holder | $21,868 | $13,455+62.5% | $11,381+92.1% | $7,234+202.3% |