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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 | $174,532 | $97,550+78.9% | $120,344+45.0% | $87,485+99.5% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.7%+21.5pp | 68.9%+29.3pp |
| Annual return | 17.43% | 18.41%-1.0pp | 20.30%-2.9pp | 26.06%-8.6pp |
| Employer contribution / active EE | $5,855 | $2,291+155.6% | $3,020+93.9% | $2,596+125.5% |
| Participant deferral / active EE | $6,951 | $4,230+64.3% | $5,135+35.4% | $4,274+62.7% |
| Admin fee / account holder | $6,320 | $9,543-33.8% | $12,742-50.4% | $7,775-18.7% |