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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 | $164,253 | $76,551+114.6% | $123,894+32.6% | $62,881+161.2% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 9.67% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $8,143 | $2,882+182.5% | $4,617+76.4% | $2,281+257.0% |
| Participant deferral / active EE | $5,073 | $4,840+4.8% | $5,984-15.2% | $3,203+58.4% |
| Admin fee / account holder | $6,013 | $4,826+24.6% | $8,357-28.0% | $4,296+40.0% |