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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 | $170,394 | $99,875+70.6% | $146,866+16.0% | $86,983+95.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.5%+18.3pp |
| Annual return | 14.00% | 28.10%-14.1pp | 102.85%-88.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $3,644 | $3,224+13.0% | $4,425-17.7% | $2,584+41.0% |
| Participant deferral / active EE | $6,378 | $6,322+0.9% | $7,759-17.8% | $4,194+52.1% |
| Admin fee / account holder | $19,052 | $7,838+143.1% | $13,620+39.9% | $7,856+142.5% |