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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 | $151,175 | $81,476+85.5% | $102,383+47.7% | $80,925+86.8% |
| Participation rate | 72.9% | 66.8%+6.0pp | 74.5%-1.7pp | 67.7%+5.2pp |
| Annual return | 26.75% | 25.59%+1.2pp | 24.94%+1.8pp | 35.65%-8.9pp |
| Employer contribution / active EE | $20,987 | $3,105+576.0% | $3,870+442.3% | $2,756+661.4% |
| Participant deferral / active EE | $3,332 | $3,871-13.9% | $5,060-34.1% | $4,299-22.5% |
| Admin fee / account holder | $19,298 | $6,717+187.3% | $8,391+130.0% | $6,940+178.1% |