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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 | $177,517 | $78,013+127.5% | $178,449-0.5% | $80,911+119.4% |
| Participation rate | 91.4% | 65.7%+25.7pp | 77.1%+14.3pp | 67.6%+23.7pp |
| Annual return | 14.03% | 18.07%-4.0pp | 27.09%-13.1pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,371 | $2,287+47.4% | $3,951-14.7% | $2,756+22.3% |
| Participant deferral / active EE | $10,319 | $4,408+134.1% | $6,277+64.4% | $4,297+140.1% |
| Admin fee / account holder | $10,476 | $7,166+46.2% | $10,362+1.1% | $6,935+51.1% |