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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 | $165,136 | $80,992+103.9% | $96,534+71.1% | $75,173+119.7% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.6pp |
| Annual return | 17.78% | 27.05%-9.3pp | 25.88%-8.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $3,955 | $2,283+73.2% | $2,965+33.4% | $2,671+48.1% |
| Participant deferral / active EE | $11,836 | $3,929+201.2% | $4,851+144.0% | $4,126+186.9% |
| Admin fee / account holder | $11,120 | $6,717+65.5% | $8,253+34.7% | $5,651+96.8% |