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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 | $179,009 | $106,749+67.7% | $145,433+23.1% | $82,448+117.1% |
| Participation rate | 96.8% | 75.6%+21.2pp | 82.1%+14.7pp | 68.1%+28.8pp |
| Annual return | 15.91% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,345 | $3,444-2.9% | $4,554-26.6% | $2,551+31.1% |
| Participant deferral / active EE | $11,075 | $6,519+69.9% | $7,897+40.2% | $4,139+167.5% |
| Admin fee / account holder | $16,134 | $8,390+92.3% | $13,129+22.9% | $7,234+123.0% |