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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 | $86,940+87.0% | $102,434+58.7% | $80,935+100.9% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.0pp | 67.7%+25.9pp |
| Annual return | 15.44% | 18.89%-3.5pp | 29.46%-14.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $6,565 | $2,370+177.1% | $3,023+117.2% | $2,757+138.2% |
| Participant deferral / active EE | $2,361 | $4,121-42.7% | $5,055-53.3% | $4,299-45.1% |
| Admin fee / account holder | $12,487 | $8,047+55.2% | $9,462+32.0% | $6,924+80.3% |