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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 | $154,561 | $80,992+90.8% | $96,534+60.1% | $75,173+105.6% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 15.22% | 27.05%-11.8pp | 25.88%-10.7pp | 160.72%-145.5pp |
| Employer contribution / active EE | $3,376 | $2,283+47.9% | $2,965+13.8% | $2,671+26.4% |
| Participant deferral / active EE | $4,649 | $3,929+18.3% | $4,851-4.2% | $4,126+12.7% |
| Admin fee / account holder | $18,341 | $6,717+173.0% | $8,253+122.2% | $5,651+224.6% |