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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 | $175,757 | $81,487+115.7% | $102,412+71.6% | $80,935+117.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 12.53% | 25.60%-13.1pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $10,176 | $3,103+227.9% | $3,870+162.9% | $2,757+269.1% |
| Participant deferral / active EE | $4,551 | $3,871+17.6% | $5,060-10.1% | $4,299+5.8% |
| Admin fee / account holder | $10,551 | $6,717+57.1% | $8,388+25.8% | $6,924+52.4% |