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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 | $160,932 | $88,707+81.4% | $74,184+116.9% | $273,972-41.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.32% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $8,306 | $3,159+162.9% | $2,370+250.4% | $4,869+70.6% |
| Participant deferral / active EE | $4,303 | $4,212+2.2% | $3,550+21.2% | $5,287-18.6% |
| Admin fee / account holder | $17,801 | $8,717+104.2% | $5,586+218.7% | $10,133+75.7% |