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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 | $159,587 | $95,453+67.2% | $112,040+42.4% | $82,448+93.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 17.27% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $6,956 | $2,318+200.1% | $2,954+135.5% | $2,551+172.7% |
| Participant deferral / active EE | $7,782 | $4,224+84.2% | $5,098+52.6% | $4,139+88.0% |
| Admin fee / account holder | $8,499 | $9,013-5.7% | $12,098-29.7% | $7,234+17.5% |