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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 | $160,708 | $55,902+187.5% | $76,030+111.4% | $80,959+98.5% |
| Participation rate | 74.1% | 62.1%+12.0pp | 69.1%+5.0pp | 67.7%+6.4pp |
| Annual return | 10.93% | 20.59%-9.7pp | 361.54%-350.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $3,458 | $1,867+85.2% | $2,688+28.7% | $2,757+25.4% |
| Participant deferral / active EE | $8,775 | $3,051+187.6% | $4,257+106.1% | $4,300+104.0% |
| Admin fee / account holder | $7,125 | $5,239+36.0% | $6,421+11.0% | $6,925+2.9% |