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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 | $165,536 | $86,919+90.4% | $102,457+61.6% | $80,911+104.6% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 13.71% | 18.90%-5.2pp | 29.41%-15.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,340 | $2,368-1.2% | $3,022-22.6% | $2,756-15.1% |
| Participant deferral / active EE | $12,978 | $4,119+215.1% | $5,054+156.8% | $4,297+202.0% |
| Admin fee / account holder | $18,058 | $8,049+124.3% | $9,451+91.1% | $6,935+160.4% |