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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 | $182,770 | $76,834+137.9% | $108,359+68.7% | $87,485+108.9% |
| Participation rate | 85.7% | 61.7%+24.0pp | 70.1%+15.6pp | 68.9%+16.8pp |
| Annual return | 14.14% | 19.09%-4.9pp | 36.89%-22.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $3,793 | $1,556+143.7% | $2,399+58.1% | $2,596+46.1% |
| Participant deferral / active EE | $8,894 | $3,100+186.9% | $4,137+115.0% | $4,274+108.1% |
| Admin fee / account holder | $24,132 | $6,537+269.2% | $9,741+147.7% | $7,775+210.4% |