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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 | $165,655 | $72,273+129.2% | $101,275+63.6% | $79,856+107.4% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 19.19% | 22.30%-3.1pp | 46.48%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $10,349 | $2,691+284.6% | $3,660+182.8% | $2,471+318.8% |
| Participant deferral / active EE | $5,238 | $3,282+59.6% | $4,371+19.8% | $3,741+40.0% |
| Admin fee / account holder | $1,567 | $4,401-64.4% | $5,948-73.7% | $5,306-70.5% |