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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 | $153,160 | $88,996+72.1% | $78,004+96.3% | $138,895+10.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 12.94% | 28.03%-15.1pp | 31.07%-18.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,357 | $2,917-19.2% | $2,469-4.5% | $4,194-43.8% |
| Participant deferral / active EE | $7,283 | $4,724+54.2% | $4,092+78.0% | $6,396+13.9% |
| Admin fee / account holder | $17,879 | $8,807+103.0% | $7,578+135.9% | $12,562+42.3% |