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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 | $152,993 | $80,985+88.9% | $96,576+58.4% | $75,181+103.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 13.23% | 27.05%-13.8pp | 25.87%-12.6pp | 160.69%-147.5pp |
| Employer contribution / active EE | $3,292 | $2,282+44.2% | $2,965+11.0% | $2,671+23.3% |
| Participant deferral / active EE | $9,128 | $3,929+132.3% | $4,851+88.2% | $4,126+121.2% |
| Admin fee / account holder | $14,462 | $6,719+115.3% | $8,253+75.2% | $5,650+156.0% |