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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 | $158,967 | $77,472+105.2% | $100,415+58.3% | $80,959+96.4% |
| Participation rate | 83.9% | 76.9%+6.9pp | 81.5%+2.4pp | 67.7%+16.2pp |
| Annual return | 12.90% | 37.26%-24.4pp | 49.47%-36.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,108 | $2,800+11.0% | $3,943-21.2% | $2,757+12.7% |
| Participant deferral / active EE | $7,768 | $6,818+13.9% | $8,091-4.0% | $4,300+80.6% |
| Admin fee / account holder | $15,529 | $5,885+163.9% | $7,906+96.4% | $6,925+124.2% |