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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 | $161,656 | $76,551+111.2% | $123,894+30.5% | $62,881+157.1% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 6.45% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,360 | $2,882+51.3% | $4,617-5.6% | $2,281+91.2% |
| Participant deferral / active EE | $8,826 | $4,840+82.4% | $5,984+47.5% | $3,203+175.5% |
| Admin fee / account holder | $25,062 | $4,826+419.3% | $8,357+199.9% | $4,296+483.4% |