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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 | $77,358+89.5% | $102,184+43.5% | $87,485+67.6% |
| Participation rate | 85.2% | 78.7%+6.5pp | 82.6%+2.6pp | 68.9%+16.3pp |
| Annual return | 18.14% | 41.11%-23.0pp | 31.58%-13.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,650 | $2,562-35.6% | $3,594-54.1% | $2,596-36.4% |
| Participant deferral / active EE | $12,782 | $6,753+89.3% | $8,309+53.8% | $4,274+199.1% |
| Admin fee / account holder | $21,868 | $6,809+221.2% | $11,609+88.4% | $7,775+181.3% |