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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 | $165,180 | $106,749+54.7% | $145,433+13.6% | $82,448+100.3% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 14.88% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,098 | $3,444-10.1% | $4,554-32.0% | $2,551+21.4% |
| Participant deferral / active EE | $9,819 | $6,519+50.6% | $7,897+24.3% | $4,139+137.2% |
| Admin fee / account holder | $18,849 | $8,390+124.7% | $13,129+43.6% | $7,234+160.5% |