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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 | $174,451 | $77,460+125.2% | $100,378+73.8% | $80,925+115.6% |
| Participation rate | 90.7% | 76.9%+13.7pp | 81.5%+9.2pp | 67.7%+23.0pp |
| Annual return | 14.97% | 37.24%-22.3pp | 49.41%-34.4pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,016 | $2,801+7.7% | $3,942-23.5% | $2,756+9.4% |
| Participant deferral / active EE | $6,428 | $6,818-5.7% | $8,087-20.5% | $4,299+49.5% |
| Admin fee / account holder | $8,426 | $5,887+43.1% | $7,899+6.7% | $6,940+21.4% |