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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 | $168,320 | $138,385+21.6% | $184,243-8.6% | $80,925+108.0% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.7%+27.4pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.82%-12.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $7,590 | $4,851+56.5% | $6,427+18.1% | $2,756+175.4% |
| Participant deferral / active EE | $12,480 | $7,075+76.4% | $9,132+36.7% | $4,299+190.3% |
| Admin fee / account holder | $53,402 | $10,489+409.1% | $13,914+283.8% | $6,940+669.5% |