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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 | $106,864+67.5% | $147,318+21.5% | $82,637+116.6% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 15.91% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,345 | $3,417-2.1% | $4,593-27.2% | $2,552+31.1% |
| Participant deferral / active EE | $11,075 | $6,496+70.5% | $7,906+40.1% | $4,126+168.4% |
| Admin fee / account holder | $16,134 | $8,415+91.7% | $13,708+17.7% | $7,339+119.8% |