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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 | $162,878 | $77,460+110.3% | $100,378+62.3% | $80,925+101.3% |
| Participation rate | 91.0% | 76.9%+14.1pp | 81.5%+9.5pp | 67.7%+23.4pp |
| Annual return | 15.38% | 37.24%-21.9pp | 49.41%-34.0pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,778 | $2,801-0.8% | $3,942-29.5% | $2,756+0.8% |
| Participant deferral / active EE | $6,483 | $6,818-4.9% | $8,087-19.8% | $4,299+50.8% |
| Admin fee / account holder | $11,420 | $5,887+94.0% | $7,899+44.6% | $6,940+64.6% |