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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 | $162,379 | $107,421+51.2% | $182,262-10.9% | $94,015+72.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 14.92% | 21.32%-6.4pp | 140.60%-125.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $4,993 | $3,448+44.8% | $5,046-1.0% | $2,790+79.0% |
| Participant deferral / active EE | $7,519 | $6,558+14.7% | $8,276-9.2% | $4,249+76.9% |
| Admin fee / account holder | $11,853 | $8,692+36.4% | $16,712-29.1% | $8,951+32.4% |