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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 | $164,927 | $107,421+53.5% | $182,262-9.5% | $94,015+75.4% |
| Participation rate | 94.9% | 77.8%+17.1pp | 84.2%+10.7pp | 70.8%+24.1pp |
| Annual return | 13.73% | 21.32%-7.6pp | 140.60%-126.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $3,855 | $3,448+11.8% | $5,046-23.6% | $2,790+38.2% |
| Participant deferral / active EE | $8,003 | $6,558+22.0% | $8,276-3.3% | $4,249+88.3% |
| Admin fee / account holder | $9,850 | $8,692+13.3% | $16,712-41.1% | $8,951+10.0% |