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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 | $163,061 | $87,834+85.6% | $133,975+21.7% | $62,881+159.3% |
| Participation rate | 95.7% | 83.4%+12.3pp | 87.1%+8.6pp | 69.3%+26.3pp |
| Annual return | 10.00% | 12.05%-2.1pp | 29.29%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $6,333 | $3,482+81.8% | $5,211+21.5% | $2,281+177.6% |
| Participant deferral / active EE | $13,641 | $4,812+183.5% | $6,282+117.1% | $3,203+325.9% |
| Admin fee / account holder | $4,338 | $5,372-19.2% | $9,324-53.5% | $4,296+1.0% |