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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 | $153,995 | $80,985+90.2% | $96,576+59.5% | $75,181+104.8% |
| Participation rate | 77.4% | 71.8%+5.6pp | 76.0%+1.4pp | 67.2%+10.2pp |
| Annual return | 19.25% | 27.05%-7.8pp | 25.87%-6.6pp | 160.69%-141.4pp |
| Employer contribution / active EE | $8,209 | $2,282+259.7% | $2,965+176.9% | $2,671+207.4% |
| Participant deferral / active EE | $3,184 | $3,929-19.0% | $4,851-34.4% | $4,126-22.8% |
| Admin fee / account holder | $8,816 | $6,719+31.2% | $8,253+6.8% | $5,650+56.0% |