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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 | $162,169 | $106,749+51.9% | $145,433+11.5% | $82,448+96.7% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 14.91% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,595 | $3,444+33.4% | $4,554+0.9% | $2,551+80.1% |
| Participant deferral / active EE | $7,433 | $6,519+14.0% | $7,897-5.9% | $4,139+79.6% |
| Admin fee / account holder | $6,261 | $8,390-25.4% | $13,129-52.3% | $7,234-13.5% |