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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 | $183,505 | $95,453+92.2% | $112,040+63.8% | $82,448+122.6% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 16.26% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,521 | $2,318+224.5% | $2,954+154.6% | $2,551+194.8% |
| Participant deferral / active EE | $5,486 | $4,224+29.9% | $5,098+7.6% | $4,139+32.5% |
| Admin fee / account holder | $17,082 | $9,013+89.5% | $12,098+41.2% | $7,234+136.1% |