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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 | $95,404+82.9% | $113,397+53.9% | $82,637+111.2% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.2pp |
| Annual return | 17.43% | 19.08%-1.6pp | 23.20%-5.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $5,855 | $2,307+153.8% | $2,977+96.7% | $2,552+129.4% |
| Participant deferral / active EE | $6,951 | $4,220+64.7% | $5,076+36.9% | $4,126+68.5% |
| Admin fee / account holder | $6,320 | $9,168-31.1% | $11,957-47.1% | $7,339-13.9% |