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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 | $159,899 | $95,453+67.5% | $112,040+42.7% | $82,448+93.9% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.52% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,255 | $2,318-2.7% | $2,954-23.7% | $2,551-11.6% |
| Participant deferral / active EE | $7,056 | $4,224+67.0% | $5,098+38.4% | $4,139+70.5% |
| Admin fee / account holder | $41,711 | $9,013+362.8% | $12,098+244.8% | $7,234+476.6% |