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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 | $185,597 | $67,602+174.5% | $82,312+125.5% | $70,126+164.7% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 16.75% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,871 | $1,755+63.6% | $2,428+18.2% | $2,343+22.6% |
| Participant deferral / active EE | $6,159 | $2,987+106.2% | $3,706+66.2% | $3,332+84.9% |
| Admin fee / account holder | $8,357 | $4,512+85.2% | $5,608+49.0% | $4,645+79.9% |