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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 | $95,404+67.6% | $113,397+41.0% | $82,637+93.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.52% | 19.08%-4.6pp | 23.20%-8.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,255 | $2,307-2.3% | $2,977-24.3% | $2,552-11.7% |
| Participant deferral / active EE | $7,056 | $4,220+67.2% | $5,076+39.0% | $4,126+71.0% |
| Admin fee / account holder | $41,711 | $9,168+355.0% | $11,957+248.8% | $7,339+468.4% |