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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 | $164,124 | $145,431+12.9% | $211,142-22.3% | $87,485+87.6% |
| Participation rate | 76.3% | 84.7%-8.4pp | 87.3%-11.0pp | 68.9%+7.4pp |
| Annual return | 12.97% | 27.21%-14.2pp | 46.84%-33.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $11,368 | $4,662+143.9% | $6,442+76.5% | $2,596+337.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,754 | $17,052+51.0% | $19,076+35.0% | $7,775+231.3% |