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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 | $167,094 | $81,504+105.0% | $102,437+63.1% | $80,959+106.4% |
| Participation rate | 88.2% | 66.9%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 12.46% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,193 | $3,104+35.1% | $3,871+8.3% | $2,757+52.1% |
| Participant deferral / active EE | $12,268 | $3,871+216.9% | $5,060+142.4% | $4,300+185.3% |
| Admin fee / account holder | $5,919 | $6,719-11.9% | $8,388-29.4% | $6,925-14.5% |