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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 | $86,940+90.4% | $102,434+61.6% | $80,935+104.5% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.7%+16.3pp |
| Annual return | 13.71% | 18.89%-5.2pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,340 | $2,370-1.3% | $3,023-22.6% | $2,757-15.1% |
| Participant deferral / active EE | $12,978 | $4,121+214.9% | $5,055+156.7% | $4,299+201.9% |
| Admin fee / account holder | $18,058 | $8,047+124.4% | $9,462+90.8% | $6,924+160.8% |