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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 | $183,118 | $104,098+75.9% | $140,514+30.3% | $94,015+94.8% |
| Participation rate | 89.1% | 73.7%+15.4pp | 77.8%+11.3pp | 70.8%+18.3pp |
| Annual return | 15.20% | 15.14%+0.1pp | 14.36%+0.8pp | 17.84%-2.6pp |
| Employer contribution / active EE | $3,491 | $2,388+46.2% | $3,378+3.3% | $2,790+25.1% |
| Participant deferral / active EE | $5,688 | $4,033+41.0% | $4,919+15.7% | $4,249+33.9% |
| Admin fee / account holder | $8,821 | $10,439-15.5% | $13,697-35.6% | $8,951-1.5% |