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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 | $86,940+109.0% | $102,434+77.4% | $80,935+124.5% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $9,699 | $2,370+309.3% | $3,023+220.8% | $2,757+251.8% |
| Participant deferral / active EE | $6,926 | $4,121+68.1% | $5,055+37.0% | $4,299+61.1% |
| Admin fee / account holder | $20,704 | $8,047+157.3% | $9,462+118.8% | $6,924+199.0% |