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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 | $101,752+66.0% | $164,928+2.4% | $80,911+108.7% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.6%+10.0pp |
| Annual return | 11.10% | 16.73%-5.6pp | 70.08%-59.0pp | 35.63%-24.5pp |
| Employer contribution / active EE | $6,794 | $2,953+130.1% | $4,343+56.4% | $2,756+146.5% |
| Participant deferral / active EE | $9,444 | $4,477+111.0% | $6,034+56.5% | $4,297+119.8% |
| Admin fee / account holder | $15,881 | $8,218+93.3% | $12,684+25.2% | $6,935+129.0% |