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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 | $166,162 | $86,949+91.1% | $102,460+62.2% | $80,959+105.2% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.6pp | 67.7%+28.5pp |
| Annual return | 17.16% | 18.89%-1.7pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,997 | $2,370+26.5% | $3,025-0.9% | $2,757+8.7% |
| Participant deferral / active EE | $17,327 | $4,121+320.5% | $5,056+242.7% | $4,300+302.9% |
| Admin fee / account holder | $8,639 | $8,048+7.3% | $9,460-8.7% | $6,925+24.7% |