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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 | $160,408 | $95,453+68.0% | $112,040+43.2% | $82,448+94.6% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.5%+4.0pp | 68.1%+12.4pp |
| Annual return | 15.65% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,599 | $2,318+98.4% | $2,954+55.7% | $2,551+80.3% |
| Participant deferral / active EE | $12,002 | $4,224+184.2% | $5,098+135.4% | $4,139+190.0% |
| Admin fee / account holder | $9,605 | $9,013+6.6% | $12,098-20.6% | $7,234+32.8% |