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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 | $164,301 | $81,358+101.9% | $155,556+5.6% | $80,959+102.9% |
| Participation rate | 95.3% | 66.3%+29.0pp | 78.2%+17.1pp | 67.7%+27.6pp |
| Annual return | 11.75% | 33.39%-21.6pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $8,655 | $3,106+178.6% | $4,675+85.1% | $2,757+213.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,981 | $7,994+62.4% | $15,885-18.3% | $6,925+87.4% |