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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 | $160,212 | $108,825+47.2% | $156,181+2.6% | $82,448+94.3% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 14.89% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,763 | $2,870+66.0% | $4,294+10.9% | $2,551+86.7% |
| Participant deferral / active EE | $9,670 | $4,577+111.3% | $6,132+57.7% | $4,139+133.6% |
| Admin fee / account holder | $9,301 | $9,341-0.4% | $14,586-36.2% | $7,234+28.6% |