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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 | $145,754 | $106,749+36.5% | $145,433+0.2% | $82,448+76.8% |
| Participation rate | 79.5% | 75.6%+3.9pp | 82.1%-2.6pp | 68.1%+11.5pp |
| Annual return | 16.85% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,315 | $3,444+25.3% | $4,554-5.2% | $2,551+69.2% |
| Participant deferral / active EE | $7,778 | $6,519+19.3% | $7,897-1.5% | $4,139+87.9% |
| Admin fee / account holder | $27,064 | $8,390+222.6% | $13,129+106.1% | $7,234+274.1% |