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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 | $169,273 | $80,985+109.0% | $96,576+75.3% | $75,181+125.2% |
| Participation rate | 89.7% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.5pp |
| Annual return | 20.77% | 27.05%-6.3pp | 25.87%-5.1pp | 160.69%-139.9pp |
| Employer contribution / active EE | $2,493 | $2,282+9.2% | $2,965-15.9% | $2,671-6.6% |
| Participant deferral / active EE | $7,231 | $3,929+84.0% | $4,851+49.1% | $4,126+75.3% |
| Admin fee / account holder | $8,313 | $6,719+23.7% | $8,253+0.7% | $5,650+47.1% |