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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 | $164,302 | $102,422+60.4% | $147,117+11.7% | $80,959+102.9% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.14% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,448 | $3,717-7.3% | $4,932-30.1% | $2,757+25.0% |
| Participant deferral / active EE | $8,939 | $6,652+34.4% | $8,065+10.8% | $4,300+107.9% |
| Admin fee / account holder | $8,991 | $7,953+13.0% | $12,993-30.8% | $6,925+29.8% |