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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 | $106,864+46.4% | $147,318+6.2% | $82,637+89.3% |
| Participation rate | 86.7% | 75.5%+11.2pp | 82.1%+4.6pp | 68.1%+18.6pp |
| Annual return | 14.29% | 27.49%-13.2pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $3,248 | $3,417-4.9% | $4,593-29.3% | $2,552+27.3% |
| Participant deferral / active EE | $9,033 | $6,496+39.1% | $7,906+14.2% | $4,126+118.9% |
| Admin fee / account holder | $36,203 | $8,415+330.2% | $13,708+164.1% | $7,339+393.3% |