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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 | $110,137+51.6% | $161,149+3.6% | $82,637+102.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 14.49% | 20.69%-6.2pp | 21.16%-6.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,490 | $2,856+22.2% | $4,360-20.0% | $2,552+36.7% |
| Participant deferral / active EE | $5,727 | $4,575+25.2% | $6,153-6.9% | $4,126+38.8% |
| Admin fee / account holder | $26,998 | $9,467+185.2% | $15,194+77.7% | $7,339+267.9% |