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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 | $181,694 | $86,949+109.0% | $102,460+77.3% | $80,959+124.4% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $9,699 | $2,370+309.3% | $3,025+220.6% | $2,757+251.8% |
| Participant deferral / active EE | $6,926 | $4,121+68.1% | $5,056+37.0% | $4,300+61.1% |
| Admin fee / account holder | $20,704 | $8,048+157.3% | $9,460+118.9% | $6,925+199.0% |