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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 | $81,504+96.6% | $102,437+56.5% | $80,959+98.0% |
| Participation rate | 96.8% | 66.9%+29.9pp | 74.5%+22.3pp | 67.7%+29.1pp |
| Annual return | 15.29% | 25.60%-10.3pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,982 | $3,104-3.9% | $3,871-23.0% | $2,757+8.2% |
| Participant deferral / active EE | $9,431 | $3,871+143.7% | $5,060+86.4% | $4,300+119.3% |
| Admin fee / account holder | $30,165 | $6,719+348.9% | $8,388+259.6% | $6,925+335.6% |