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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 | $174,654 | $101,795+71.6% | $165,100+5.8% | $80,959+115.7% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.7%+21.0pp |
| Annual return | 13.23% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,011 | $2,954+1.9% | $4,348-30.7% | $2,757+9.2% |
| Participant deferral / active EE | $9,886 | $4,476+120.9% | $6,035+63.8% | $4,300+129.9% |
| Admin fee / account holder | $4,638 | $8,221-43.6% | $12,696-63.5% | $6,925-33.0% |