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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 | $159,447 | $95,453+67.0% | $112,040+42.3% | $82,448+93.4% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 14.83% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $7,778 | $2,318+235.6% | $2,954+163.3% | $2,551+204.9% |
| Participant deferral / active EE | $6,484 | $4,224+53.5% | $5,098+27.2% | $4,139+56.6% |
| Admin fee / account holder | $9,929 | $9,013+10.2% | $12,098-17.9% | $7,234+37.2% |