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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 | $165,707 | $80,983+104.6% | $96,544+71.6% | $75,177+120.4% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 16.19% | 27.05%-10.9pp | 25.88%-9.7pp | 160.75%-144.6pp |
| Employer contribution / active EE | $4,525 | $2,282+98.2% | $2,966+52.5% | $2,671+69.4% |
| Participant deferral / active EE | $7,972 | $3,929+102.9% | $4,851+64.3% | $4,126+93.2% |
| Admin fee / account holder | $12,586 | $6,717+87.4% | $8,254+52.5% | $5,651+122.7% |