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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 | $78,197+87.5% | $98,090+49.5% | $82,637+77.4% |
| Participation rate | 85.2% | 77.5%+7.7pp | 81.5%+3.6pp | 68.1%+17.1pp |
| Annual return | 18.14% | 40.25%-22.1pp | 37.05%-18.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,650 | $2,605-36.6% | $3,606-54.2% | $2,552-35.3% |
| Participant deferral / active EE | $12,782 | $6,636+92.6% | $7,845+62.9% | $4,126+209.8% |
| Admin fee / account holder | $21,868 | $14,832+47.4% | $11,815+85.1% | $7,339+198.0% |