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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 | $168,522 | $78,520+114.6% | $96,576+74.5% | $82,448+104.4% |
| Participation rate | 85.4% | 77.7%+7.7pp | 81.4%+4.0pp | 68.1%+17.3pp |
| Annual return | 15.99% | 41.30%-25.3pp | 38.47%-22.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,389 | $2,630-47.2% | $3,553-60.9% | $2,551-45.5% |
| Participant deferral / active EE | $10,910 | $6,754+61.5% | $7,956+37.1% | $4,139+163.6% |
| Admin fee / account holder | $24,229 | $13,455+80.1% | $11,381+112.9% | $7,234+234.9% |