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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 | $146,462 | $106,749+37.2% | $145,433+0.7% | $82,448+77.6% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 15.76% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,880 | $3,444-16.4% | $4,554-36.8% | $2,551+12.9% |
| Participant deferral / active EE | $8,715 | $6,519+33.7% | $7,897+10.3% | $4,139+110.5% |
| Admin fee / account holder | $17,573 | $8,390+109.5% | $13,129+33.8% | $7,234+142.9% |