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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 | $164,882 | $106,749+54.5% | $145,433+13.4% | $82,448+100.0% |
| Participation rate | 91.3% | 75.6%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 15.94% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,644 | $3,444+5.8% | $4,554-20.0% | $2,551+42.8% |
| Participant deferral / active EE | $10,185 | $6,519+56.2% | $7,897+29.0% | $4,139+146.1% |
| Admin fee / account holder | $31,013 | $8,390+269.6% | $13,129+136.2% | $7,234+328.7% |