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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 | $76,834+116.7% | $108,359+53.7% | $87,485+90.3% |
| Participation rate | 95.3% | 61.7%+33.6pp | 70.1%+25.2pp | 68.9%+26.4pp |
| Annual return | 18.87% | 19.09%-0.2pp | 36.89%-18.0pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,603 | $1,556+131.5% | $2,399+50.2% | $2,596+38.8% |
| Participant deferral / active EE | $8,908 | $3,100+187.3% | $4,137+115.3% | $4,274+108.4% |
| Admin fee / account holder | $29,964 | $6,537+358.4% | $9,741+207.6% | $7,775+285.4% |