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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 | $162,564 | $86,919+87.0% | $102,457+58.7% | $80,911+100.9% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 15.44% | 18.90%-3.5pp | 29.41%-14.0pp | 35.63%-20.2pp |
| Employer contribution / active EE | $6,565 | $2,368+177.2% | $3,022+117.2% | $2,756+138.2% |
| Participant deferral / active EE | $2,361 | $4,119-42.7% | $5,054-53.3% | $4,297-45.1% |
| Admin fee / account holder | $12,487 | $8,049+55.1% | $9,451+32.1% | $6,935+80.1% |