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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 | $167,005 | $114,712+45.6% | $173,730-3.9% | $87,485+90.9% |
| Participation rate | 87.5% | 73.0%+14.5pp | 79.6%+7.9pp | 68.9%+18.6pp |
| Annual return | 14.49% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $3,490 | $2,904+20.2% | $4,577-23.8% | $2,596+34.4% |
| Participant deferral / active EE | $5,727 | $4,642+23.4% | $6,326-9.5% | $4,274+34.0% |
| Admin fee / account holder | $26,998 | $10,210+164.4% | $17,523+54.1% | $7,775+247.2% |