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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 | $150,388 | $53,774+179.7% | $134,162+12.1% | $79,852+88.3% |
| Participation rate | 92.6% | 58.8%+33.8pp | 72.2%+20.4pp | 69.6%+23.0pp |
| Annual return | 14.71% | 19.01%-4.3pp | 36.35%-21.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $3,271 | $1,322+147.5% | $3,705-11.7% | $2,471+32.4% |
| Participant deferral / active EE | $6,765 | $2,420+179.6% | $3,500+93.3% | $3,740+80.9% |
| Admin fee / account holder | $8,647 | $3,985+117.0% | $6,685+29.3% | $5,306+63.0% |