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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 | $160,266 | $81,476+96.7% | $102,383+56.5% | $80,925+98.0% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.7%+29.1pp |
| Annual return | 15.29% | 25.59%-10.3pp | 24.94%-9.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,982 | $3,105-3.9% | $3,870-22.9% | $2,756+8.2% |
| Participant deferral / active EE | $9,431 | $3,871+143.6% | $5,060+86.4% | $4,299+119.4% |
| Admin fee / account holder | $30,165 | $6,717+349.0% | $8,391+259.5% | $6,940+334.6% |