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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 | $164,406 | $88,360+86.1% | $145,433+13.0% | $67,986+141.8% |
| Participation rate | 79.4% | 65.5%+14.0pp | 82.1%-2.7pp | 57.2%+22.2pp |
| Annual return | 15.26% | 63.15%-47.9pp | 66.58%-51.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $3,331 | $3,054+9.1% | $4,554-26.9% | $2,019+65.0% |
| Participant deferral / active EE | $8,074 | $5,932+36.1% | $7,897+2.2% | $3,358+140.4% |
| Admin fee / account holder | $17,799 | $3,313+437.2% | $13,129+35.6% | $3,203+455.7% |