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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 | $152,206 | $95,453+59.5% | $112,040+35.9% | $82,448+84.6% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.1pp |
| Annual return | 15.81% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,017 | $2,318-56.1% | $2,954-65.6% | $2,551-60.1% |
| Participant deferral / active EE | $6,052 | $4,224+43.3% | $5,098+18.7% | $4,139+46.2% |
| Admin fee / account holder | $15,104 | $9,013+67.6% | $12,098+24.8% | $7,234+108.8% |