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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 | $106,524+54.7% | $152,301+8.2% | $87,485+88.3% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.7pp |
| Annual return | 16.84% | 26.89%-10.0pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $4,324 | $3,371+28.3% | $4,624-6.5% | $2,596+66.5% |
| Participant deferral / active EE | $11,205 | $6,525+71.7% | $8,004+40.0% | $4,274+162.2% |
| Admin fee / account holder | $2,107 | $8,287-74.6% | $14,398-85.4% | $7,775-72.9% |