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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 | $159,399 | $76,407+108.6% | $150,298+6.1% | $82,448+93.3% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.6pp | 68.1%+3.0pp |
| Annual return | 21.86% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $3,299 | $2,614+26.2% | $4,154-20.6% | $2,551+29.3% |
| Participant deferral / active EE | $6,007 | $3,214+86.9% | $5,453+10.2% | $4,139+45.1% |
| Admin fee / account holder | $23,253 | $6,352+266.1% | $14,116+64.7% | $7,234+221.4% |