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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 | $161,464 | $101,778+58.6% | $164,975-2.1% | $80,925+99.5% |
| Participation rate | 82.9% | 71.8%+11.1pp | 78.6%+4.3pp | 67.7%+15.3pp |
| Annual return | 14.52% | 16.73%-2.2pp | 70.12%-55.6pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,687 | $2,954+24.8% | $4,343-15.1% | $2,756+33.8% |
| Participant deferral / active EE | $12,257 | $4,477+173.8% | $6,033+103.2% | $4,299+185.1% |
| Admin fee / account holder | $42,407 | $8,221+415.8% | $12,688+234.2% | $6,940+511.0% |