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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 | $153,432 | $95,453+60.7% | $112,040+36.9% | $82,448+86.1% |
| Participation rate | 93.2% | 72.8%+20.5pp | 76.5%+16.7pp | 68.1%+25.2pp |
| Annual return | 16.22% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,582 | $2,318+140.8% | $2,954+89.0% | $2,551+118.8% |
| Participant deferral / active EE | $16,314 | $4,224+286.3% | $5,098+220.0% | $4,139+294.1% |
| Admin fee / account holder | $1,757 | $9,013-80.5% | $12,098-85.5% | $7,234-75.7% |