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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 | $161,696 | $108,825+48.6% | $156,181+3.5% | $82,448+96.1% |
| Participation rate | 80.5% | 72.4%+8.1pp | 78.8%+1.7pp | 68.1%+12.4pp |
| Annual return | 18.75% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,195 | $2,870-23.5% | $4,294-48.9% | $2,551-14.0% |
| Participant deferral / active EE | $5,463 | $4,577+19.4% | $6,132-10.9% | $4,139+32.0% |
| Admin fee / account holder | $17,221 | $9,341+84.4% | $14,586+18.1% | $7,234+138.0% |