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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 | $153,240 | $87,834+74.5% | $133,975+14.4% | $62,881+143.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 87.1%+0.4pp | 69.3%+18.2pp |
| Annual return | 9.62% | 12.05%-2.4pp | 29.29%-19.7pp | 20.14%-10.5pp |
| Employer contribution / active EE | $6,623 | $3,482+90.2% | $5,211+27.1% | $2,281+190.4% |
| Participant deferral / active EE | $12,909 | $4,812+168.3% | $6,282+105.5% | $3,203+303.0% |
| Admin fee / account holder | $6,930 | $5,372+29.0% | $9,324-25.7% | $4,296+61.3% |