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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 | $163,075 | $76,551+113.0% | $123,894+31.6% | $62,881+159.3% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,309 | $2,882+14.8% | $4,617-28.3% | $2,281+45.1% |
| Participant deferral / active EE | $7,799 | $4,840+61.1% | $5,984+30.3% | $3,203+143.5% |
| Admin fee / account holder | $10,485 | $4,826+117.3% | $8,357+25.5% | $4,296+144.1% |