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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% | $184,200-8.6% | $80,874+108.1% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.80%-12.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $7,590 | $4,849+56.5% | $6,424+18.2% | $2,756+175.5% |
| Participant deferral / active EE | $12,480 | $7,073+76.5% | $9,132+36.7% | $4,297+190.4% |
| Admin fee / account holder | $53,402 | $10,483+409.4% | $13,907+284.0% | $6,935+670.0% |