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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 | $160,281 | $77,962+105.6% | $178,540-10.2% | $80,935+98.0% |
| Participation rate | 76.9% | 65.7%+11.3pp | 77.1%-0.2pp | 67.7%+9.3pp |
| Annual return | 13.61% | 18.10%-4.5pp | 27.15%-13.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $5,552 | $2,280+143.5% | $3,953+40.5% | $2,757+101.4% |
| Participant deferral / active EE | $10,990 | $4,404+149.5% | $6,281+75.0% | $4,299+155.6% |
| Admin fee / account holder | $20,295 | $7,156+183.6% | $10,424+94.7% | $6,924+193.1% |