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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 | $160,443 | $45,079+255.9% | $69,461+131.0% | $72,983+119.8% |
| Participation rate | 88.4% | 68.5%+19.9pp | 74.6%+13.8pp | 69.5%+18.9pp |
| Annual return | 18.22% | 22.65%-4.4pp | 28.97%-10.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $17,340 | $2,055+743.9% | $2,779+523.9% | $2,440+610.7% |
| Participant deferral / active EE | $5,212 | $2,603+100.3% | $3,536+47.4% | $3,608+44.5% |
| Admin fee / account holder | $22,093 | $3,056+623.0% | $3,840+475.4% | $5,124+331.2% |