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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 | $165,126 | $106,749+54.7% | $145,433+13.5% | $82,448+100.3% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,714 | $3,444+7.8% | $4,554-18.5% | $2,551+45.6% |
| Participant deferral / active EE | $9,959 | $6,519+52.8% | $7,897+26.1% | $4,139+140.6% |
| Admin fee / account holder | $17,187 | $8,390+104.9% | $13,129+30.9% | $7,234+137.6% |