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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 | $166,505 | $73,787+125.7% | $98,716+68.7% | $82,448+102.0% |
| Participation rate | 95.3% | 61.4%+33.9pp | 69.3%+26.1pp | 68.1%+27.3pp |
| Annual return | 18.87% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,603 | $1,511+138.4% | $2,279+58.1% | $2,551+41.2% |
| Participant deferral / active EE | $8,908 | $3,081+189.1% | $4,048+120.1% | $4,139+115.2% |
| Admin fee / account holder | $29,964 | $6,500+361.0% | $8,703+244.3% | $7,234+314.2% |