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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 | $151,796 | $93,345+62.6% | $119,126+27.4% | $87,485+73.5% |
| Participation rate | 89.7% | 68.7%+21.0pp | 75.8%+14.0pp | 68.9%+20.8pp |
| Annual return | 23.84% | 19.08%+4.8pp | 282.11%-258.3pp | 26.06%-2.2pp |
| Employer contribution / active EE | $3,422 | $3,172+7.9% | $4,034-15.2% | $2,596+31.8% |
| Participant deferral / active EE | $6,456 | $4,099+57.5% | $5,318+21.4% | $4,274+51.1% |
| Admin fee / account holder | $9,077 | $8,039+12.9% | $10,693-15.1% | $7,775+16.8% |