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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 | $162,817 | $138,386+17.7% | $184,260-11.6% | $80,935+101.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 15.38% | 20.02%-4.6pp | 28.84%-13.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $11,022 | $4,851+127.2% | $6,427+71.5% | $2,757+299.8% |
| Participant deferral / active EE | $4,567 | $7,076-35.5% | $9,133-50.0% | $4,299+6.2% |
| Admin fee / account holder | $65,581 | $10,489+525.2% | $13,898+371.9% | $6,924+847.1% |