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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 | $182,435 | $73,988+146.6% | $96,538+89.0% | $75,177+142.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 13.21% | 26.73%-13.5pp | 35.74%-22.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $9,622 | $2,930+228.4% | $3,740+157.3% | $2,671+260.2% |
| Participant deferral / active EE | $7,920 | $3,660+116.4% | $4,880+62.3% | $4,126+91.9% |
| Admin fee / account holder | $9,027 | $5,220+72.9% | $6,737+34.0% | $5,651+59.7% |