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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 | $158,360 | $95,404+66.0% | $113,397+39.7% | $82,637+91.6% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.5%+2.9pp | 68.1%+11.4pp |
| Annual return | 14.57% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,104 | $2,307+34.6% | $2,977+4.3% | $2,552+21.6% |
| Participant deferral / active EE | $4,591 | $4,220+8.8% | $5,076-9.6% | $4,126+11.3% |
| Admin fee / account holder | $42,828 | $9,168+367.1% | $11,957+258.2% | $7,339+483.6% |