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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 | $144,526 | $73,955+95.4% | $96,520+49.7% | $75,181+92.2% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 15.07% | 26.72%-11.6pp | 35.72%-20.6pp | 160.69%-145.6pp |
| Employer contribution / active EE | $3,718 | $2,930+26.9% | $3,739-0.6% | $2,671+39.2% |
| Participant deferral / active EE | $6,564 | $3,659+79.4% | $4,879+34.5% | $4,126+59.1% |
| Admin fee / account holder | $47,328 | $5,217+807.2% | $6,733+602.9% | $5,650+737.7% |