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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 | $181,630 | $95,453+90.3% | $112,040+62.1% | $82,448+120.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 16.18% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,550 | $2,318+139.5% | $2,954+87.9% | $2,551+117.6% |
| Participant deferral / active EE | $7,094 | $4,224+68.0% | $5,098+39.2% | $4,139+71.4% |
| Admin fee / account holder | $13,579 | $9,013+50.7% | $12,098+12.2% | $7,234+87.7% |