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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 | $86,949+96.1% | $102,460+66.4% | $80,959+110.6% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 11.57% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $8,627 | $2,370+264.0% | $3,025+185.2% | $2,757+212.9% |
| Participant deferral / active EE | $10,793 | $4,121+161.9% | $5,056+113.5% | $4,300+151.0% |
| Admin fee / account holder | $5,793 | $8,048-28.0% | $9,460-38.8% | $6,925-16.4% |