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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 | $148,861 | $79,961+86.2% | $98,462+51.2% | $75,177+98.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 75.2%+21.8pp | 67.2%+29.8pp |
| Annual return | 20.85% | 19.75%+1.1pp | 21.17%-0.3pp | 160.75%-139.9pp |
| Employer contribution / active EE | $1,590 | $2,264-29.8% | $3,049-47.9% | $2,671-40.5% |
| Participant deferral / active EE | $5,451 | $3,753+45.3% | $4,738+15.0% | $4,126+32.1% |
| Admin fee / account holder | $24,417 | $6,842+256.8% | $8,875+175.1% | $5,651+332.1% |