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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 | $136,967 | $80,983+69.1% | $96,544+41.9% | $75,177+82.2% |
| Participation rate | 87.2% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | 15.62% | 27.05%-11.4pp | 25.88%-10.3pp | 160.75%-145.1pp |
| Employer contribution / active EE | $3,022 | $2,282+32.4% | $2,966+1.9% | $2,671+13.1% |
| Participant deferral / active EE | $5,499 | $3,929+40.0% | $4,851+13.3% | $4,126+33.3% |
| Admin fee / account holder | $14,809 | $6,717+120.5% | $8,254+79.4% | $5,651+162.0% |