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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 | $164,746 | $106,749+54.3% | $145,433+13.3% | $82,448+99.8% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 16.84% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,324 | $3,444+25.5% | $4,554-5.1% | $2,551+69.5% |
| Participant deferral / active EE | $11,205 | $6,519+71.9% | $7,897+41.9% | $4,139+170.7% |
| Admin fee / account holder | $2,107 | $8,390-74.9% | $13,129-84.0% | $7,234-70.9% |