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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 | $165,624 | $76,551+116.4% | $123,894+33.7% | $62,881+163.4% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 7.08% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $9,374 | $2,882+225.2% | $4,617+103.1% | $2,281+311.0% |
| Participant deferral / active EE | $4,947 | $4,840+2.2% | $5,984-17.3% | $3,203+54.4% |
| Admin fee / account holder | $21,696 | $4,826+349.6% | $8,357+159.6% | $4,296+405.1% |