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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 | $158,000 | $64,920+143.4% | $103,693+52.4% | $86,983+81.6% |
| Participation rate | 84.8% | 63.6%+21.3pp | 72.6%+12.2pp | 69.5%+15.3pp |
| Annual return | 19.34% | 30.29%-10.9pp | 47.61%-28.3pp | 25.83%-6.5pp |
| Employer contribution / active EE | $3,677 | $2,141+71.8% | $2,920+25.9% | $2,584+42.3% |
| Participant deferral / active EE | $8,666 | $3,241+167.4% | $4,579+89.2% | $4,194+106.6% |
| Admin fee / account holder | $10,930 | $6,191+76.5% | $7,858+39.1% | $7,856+39.1% |