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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 | $186,323 | $106,524+74.9% | $152,301+22.3% | $87,485+113.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 15.16% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,907 | $3,371-13.8% | $4,624-37.1% | $2,596+12.0% |
| Participant deferral / active EE | $10,844 | $6,525+66.2% | $8,004+35.5% | $4,274+153.8% |
| Admin fee / account holder | $14,777 | $8,287+78.3% | $14,398+2.6% | $7,775+90.1% |