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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 | $168,344 | $60,442+178.5% | $96,754+74.0% | $87,485+92.4% |
| Participation rate | 90.0% | 58.7%+31.3pp | 70.3%+19.7pp | 68.9%+21.1pp |
| Annual return | 14.21% | 21.97%-7.8pp | 82.04%-67.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $4,813 | $1,691+184.7% | $2,679+79.7% | $2,596+85.4% |
| Participant deferral / active EE | $9,955 | $3,280+203.5% | $4,758+109.2% | $4,274+133.0% |
| Admin fee / account holder | $7,933 | $5,069+56.5% | $8,905-10.9% | $7,775+2.0% |