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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 | $169,441 | $81,358+108.3% | $155,556+8.9% | $80,959+109.3% |
| Participation rate | 91.8% | 66.3%+25.5pp | 78.2%+13.6pp | 67.7%+24.1pp |
| Annual return | 11.02% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $10,263 | $3,106+230.4% | $4,675+119.5% | $2,757+272.2% |
| Participant deferral / active EE | $5,278 | $3,455+52.8% | $5,631-6.3% | $4,300+22.7% |
| Admin fee / account holder | $8,203 | $7,994+2.6% | $15,885-48.4% | $6,925+18.4% |