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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 | $168,320 | $138,393+21.6% | $184,256-8.6% | $80,959+107.9% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.7%+27.4pp |
| Annual return | 16.62% | 20.01%-3.4pp | 28.85%-12.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $7,590 | $4,847+56.6% | $6,427+18.1% | $2,757+175.3% |
| Participant deferral / active EE | $12,480 | $7,076+76.4% | $9,133+36.6% | $4,300+190.2% |
| Admin fee / account holder | $53,402 | $10,489+409.1% | $13,899+284.2% | $6,925+671.1% |