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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 | $164,247 | $101,778+61.4% | $164,975-0.4% | $80,925+103.0% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.7%+28.1pp |
| Annual return | 12.59% | 16.73%-4.1pp | 70.12%-57.5pp | 35.65%-23.1pp |
| Employer contribution / active EE | $7,765 | $2,954+162.9% | $4,343+78.8% | $2,756+181.7% |
| Participant deferral / active EE | $9,096 | $4,477+103.2% | $6,033+50.8% | $4,299+111.6% |
| Admin fee / account holder | $11,117 | $8,221+35.2% | $12,688-12.4% | $6,940+60.2% |