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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 | $106,864+36.4% | $147,318-1.1% | $82,637+76.4% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.1%-2.5pp | 68.1%+11.5pp |
| Annual return | 16.85% | 27.49%-10.6pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $4,315 | $3,417+26.3% | $4,593-6.0% | $2,552+69.1% |
| Participant deferral / active EE | $7,778 | $6,496+19.7% | $7,906-1.6% | $4,126+88.5% |
| Admin fee / account holder | $27,064 | $8,415+221.6% | $13,708+97.4% | $7,339+268.8% |