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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 | $172,712 | $76,407+126.0% | $150,298+14.9% | $82,448+109.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.6pp | 68.1%+5.1pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,995 | $2,614+167.6% | $4,154+68.4% | $2,551+174.2% |
| Participant deferral / active EE | $6,592 | $3,214+105.1% | $5,453+20.9% | $4,139+59.3% |
| Admin fee / account holder | $15,381 | $6,352+142.1% | $14,116+9.0% | $7,234+112.6% |