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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 | $152,142 | $109,620+38.8% | $148,496+2.5% | $94,015+61.8% |
| Participation rate | 91.2% | 71.3%+20.0pp | 76.0%+15.2pp | 70.8%+20.4pp |
| Annual return | 16.99% | 17.54%-0.5pp | 12.33%+4.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $6,852 | $2,618+161.7% | $3,497+95.9% | $2,790+145.6% |
| Participant deferral / active EE | $3,847 | $3,831+0.4% | $4,808-20.0% | $4,249-9.5% |
| Admin fee / account holder | $10,387 | $10,050+3.4% | $19,547-46.9% | $8,951+16.0% |