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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 | $180,854 | $87,834+105.9% | $133,975+35.0% | $62,881+187.6% |
| Participation rate | 90.7% | 83.4%+7.4pp | 87.1%+3.7pp | 69.3%+21.4pp |
| Annual return | 10.69% | 12.05%-1.4pp | 29.29%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $5,450 | $3,482+56.5% | $5,211+4.6% | $2,281+138.9% |
| Participant deferral / active EE | $5,894 | $4,812+22.5% | $6,282-6.2% | $3,203+84.0% |
| Admin fee / account holder | $11,520 | $5,372+114.4% | $9,324+23.5% | $4,296+168.2% |