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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 | $168,898 | $101,798+65.9% | $165,071+2.3% | $80,935+108.7% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.7%+10.0pp |
| Annual return | 11.10% | 16.73%-5.6pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $6,794 | $2,954+130.0% | $4,347+56.3% | $2,757+146.5% |
| Participant deferral / active EE | $9,444 | $4,476+111.0% | $6,035+56.5% | $4,299+119.7% |
| Admin fee / account holder | $15,881 | $8,221+93.2% | $12,695+25.1% | $6,924+129.4% |