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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 | $77,460+105.2% | $100,378+58.4% | $80,925+96.4% |
| Participation rate | 83.9% | 76.9%+6.9pp | 81.5%+2.4pp | 67.7%+16.2pp |
| Annual return | 12.90% | 37.24%-24.3pp | 49.41%-36.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,108 | $2,801+11.0% | $3,942-21.2% | $2,756+12.8% |
| Participant deferral / active EE | $7,768 | $6,818+13.9% | $8,087-3.9% | $4,299+80.7% |
| Admin fee / account holder | $15,529 | $5,887+163.8% | $7,899+96.6% | $6,940+123.8% |