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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 | $167,413 | $81,446+105.6% | $103,374+61.9% | $80,874+107.0% |
| Participation rate | 85.0% | 66.9%+18.1pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 10.53% | 25.57%-15.0pp | 24.89%-14.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $6,781 | $3,107+118.2% | $3,869+75.2% | $2,756+146.1% |
| Participant deferral / active EE | $8,119 | $3,870+109.8% | $5,058+60.5% | $4,297+88.9% |
| Admin fee / account holder | $10,905 | $6,715+62.4% | $8,394+29.9% | $6,935+57.2% |