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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 | $162,327 | $95,404+70.1% | $113,397+43.1% | $82,637+96.4% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 14.02% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $4,230 | $2,307+83.4% | $2,977+42.1% | $2,552+65.7% |
| Participant deferral / active EE | $8,742 | $4,220+107.2% | $5,076+72.2% | $4,126+111.9% |
| Admin fee / account holder | $7,373 | $9,168-19.6% | $11,957-38.3% | $7,339+0.5% |