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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 | $153,061 | $95,404+60.4% | $113,397+35.0% | $82,637+85.2% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.5%+18.4pp | 68.1%+26.8pp |
| Annual return | 15.02% | 19.08%-4.1pp | 23.20%-8.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,664 | $2,307+15.5% | $2,977-10.5% | $2,552+4.4% |
| Participant deferral / active EE | $5,402 | $4,220+28.0% | $5,076+6.4% | $4,126+30.9% |
| Admin fee / account holder | $24,399 | $9,168+166.1% | $11,957+104.1% | $7,339+232.5% |