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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 | $156,414 | $106,749+46.5% | $145,433+7.6% | $82,448+89.7% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 14.29% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,248 | $3,444-5.7% | $4,554-28.7% | $2,551+27.3% |
| Participant deferral / active EE | $9,033 | $6,519+38.6% | $7,897+14.4% | $4,139+118.2% |
| Admin fee / account holder | $36,203 | $8,390+331.5% | $13,129+175.8% | $7,234+400.4% |