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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 | $167,706 | $78,027+114.9% | $178,528-6.1% | $80,925+107.2% |
| Participation rate | 94.4% | 65.7%+28.7pp | 77.1%+17.3pp | 67.7%+26.7pp |
| Annual return | 13.95% | 18.09%-4.1pp | 27.11%-13.2pp | 35.65%-21.7pp |
| Employer contribution / active EE | $12,056 | $2,281+428.5% | $3,950+205.2% | $2,756+337.4% |
| Participant deferral / active EE | $12,553 | $4,408+184.8% | $6,278+99.9% | $4,299+192.0% |
| Admin fee / account holder | $22,968 | $7,168+220.4% | $10,419+120.4% | $6,940+230.9% |