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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 | $55,930+187.3% | $76,089+111.2% | $80,925+98.6% |
| Participation rate | 74.1% | 62.1%+12.0pp | 69.1%+5.0pp | 67.7%+6.4pp |
| Annual return | 10.93% | 20.58%-9.6pp | 360.94%-350.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,458 | $1,866+85.3% | $2,690+28.5% | $2,756+25.4% |
| Participant deferral / active EE | $8,775 | $3,051+187.6% | $4,259+106.0% | $4,299+104.1% |
| Admin fee / account holder | $7,125 | $5,241+35.9% | $6,418+11.0% | $6,940+2.7% |