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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 | $153,324 | $77,814+97.0% | $158,223-3.1% | $86,983+76.3% |
| Participation rate | 90.5% | 68.4%+22.1pp | 79.2%+11.3pp | 69.5%+20.9pp |
| Annual return | 14.52% | 30.54%-16.0pp | 52.09%-37.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,767 | $2,592+6.7% | $4,109-32.7% | $2,584+7.1% |
| Participant deferral / active EE | $10,599 | $3,270+224.2% | $5,467+93.9% | $4,194+152.7% |
| Admin fee / account holder | $37,393 | $5,879+536.0% | $16,047+133.0% | $7,856+376.0% |