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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 | $170,134 | $84,953+100.3% | $163,379+4.1% | $82,637+105.9% |
| Participation rate | 83.6% | 65.9%+17.6pp | 76.8%+6.8pp | 68.1%+15.5pp |
| Annual return | 15.97% | 23.07%-7.1pp | 63.41%-47.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,610 | $2,183+19.6% | $3,752-30.4% | $2,552+2.3% |
| Participant deferral / active EE | $14,991 | $4,326+246.5% | $6,282+138.6% | $4,126+263.3% |
| Admin fee / account holder | $6,399 | $7,921-19.2% | $9,818-34.8% | $7,339-12.8% |