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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 | $118,441 | $67,602+75.2% | $82,312+43.9% | $70,126+68.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 15.59% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,592 | $1,755+47.7% | $2,428+6.7% | $2,343+10.7% |
| Participant deferral / active EE | $5,027 | $2,987+68.3% | $3,706+35.6% | $3,332+50.9% |
| Admin fee / account holder | $15,601 | $4,512+245.8% | $5,608+178.2% | $4,645+235.8% |