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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 | $56,060+186.7% | $76,002+111.5% | $80,874+98.7% |
| Participation rate | 74.1% | 62.0%+12.0pp | 69.1%+5.0pp | 67.6%+6.4pp |
| Annual return | 10.93% | 20.54%-9.6pp | 360.07%-349.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,458 | $1,873+84.6% | $2,688+28.6% | $2,756+25.5% |
| Participant deferral / active EE | $8,775 | $3,051+187.6% | $4,257+106.1% | $4,297+104.2% |
| Admin fee / account holder | $7,125 | $5,237+36.0% | $6,414+11.1% | $6,935+2.7% |