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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 | $153,999 | $81,403+89.2% | $147,027+4.7% | $87,485+76.0% |
| Participation rate | 94.6% | 63.4%+31.2pp | 73.7%+20.9pp | 68.9%+25.7pp |
| Annual return | 14.20% | 16.51%-2.3pp | 20.23%-6.0pp | 26.06%-11.9pp |
| Employer contribution / active EE | $7,838 | $2,205+255.4% | $3,626+116.2% | $2,596+201.9% |
| Participant deferral / active EE | $1,639 | $3,315-50.6% | $4,933-66.8% | $4,274-61.7% |
| Admin fee / account holder | $16,829 | $6,755+149.1% | $12,223+37.7% | $7,775+116.5% |