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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 | $170,507 | $86,938+96.1% | $102,423+66.5% | $80,925+110.7% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 11.57% | 18.89%-7.3pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $8,627 | $2,369+264.1% | $3,023+185.4% | $2,756+213.0% |
| Participant deferral / active EE | $10,793 | $4,120+161.9% | $5,054+113.5% | $4,299+151.1% |
| Admin fee / account holder | $5,793 | $8,053-28.1% | $9,455-38.7% | $6,940-16.5% |