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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 | $160,490 | $81,504+96.9% | $102,437+56.7% | $80,959+98.2% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 15.27% | 25.60%-10.3pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,660 | $3,104+50.1% | $3,871+20.4% | $2,757+69.0% |
| Participant deferral / active EE | $5,826 | $3,871+50.5% | $5,060+15.1% | $4,300+35.5% |
| Admin fee / account holder | $10,664 | $6,719+58.7% | $8,388+27.1% | $6,925+54.0% |