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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 | $160,640 | $126,661+26.8% | $113,397+41.7% | $138,895+15.7% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.5%+18.5pp | 79.9%+15.1pp |
| Annual return | 10.60% | 25.05%-14.5pp | 23.20%-12.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $2,500 | $3,456-27.7% | $2,977-16.0% | $4,194-40.4% |
| Participant deferral / active EE | $4,035 | $5,693-29.1% | $5,076-20.5% | $6,396-36.9% |
| Admin fee / account holder | $20,913 | $14,549+43.7% | $11,957+74.9% | $12,562+66.5% |