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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 | $170,289 | $51,207+232.6% | $70,565+141.3% | $75,177+126.5% |
| Participation rate | 92.3% | 61.0%+31.3pp | 68.4%+24.0pp | 67.2%+25.1pp |
| Annual return | 14.30% | 30.05%-15.8pp | 32.79%-18.5pp | 160.75%-146.4pp |
| Employer contribution / active EE | $10,559 | $1,826+478.1% | $2,976+254.8% | $2,671+295.3% |
| Participant deferral / active EE | $6,921 | $2,850+142.8% | $4,568+51.5% | $4,126+67.7% |
| Admin fee / account holder | $7,185 | $4,097+75.4% | $6,430+11.7% | $5,651+27.1% |