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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 | $106,524+52.4% | $152,301+6.6% | $87,485+85.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 14.92% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $4,993 | $3,371+48.1% | $4,624+8.0% | $2,596+92.3% |
| Participant deferral / active EE | $7,519 | $6,525+15.2% | $8,004-6.1% | $4,274+75.9% |
| Admin fee / account holder | $11,853 | $8,287+43.0% | $14,398-17.7% | $7,775+52.4% |