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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 | $165,385 | $82,523+100.4% | $115,752+42.9% | $70,126+135.8% |
| Participation rate | 87.5% | 74.0%+13.5pp | 77.8%+9.7pp | 69.5%+18.0pp |
| Annual return | 19.67% | 28.22%-8.5pp | 19.41%+0.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $8,238 | $2,758+198.7% | $3,492+135.9% | $2,343+251.7% |
| Participant deferral / active EE | $13,168 | $4,062+224.2% | $5,204+153.1% | $3,332+295.2% |
| Admin fee / account holder | $5,981 | $4,552+31.4% | $6,278-4.7% | $4,645+28.8% |