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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 | $183,031 | $97,550+87.6% | $120,344+52.1% | $87,485+109.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 14.13% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $4,249 | $2,291+85.5% | $3,020+40.7% | $2,596+63.7% |
| Participant deferral / active EE | $8,044 | $4,230+90.2% | $5,135+56.7% | $4,274+88.2% |
| Admin fee / account holder | $3,712 | $9,543-61.1% | $12,742-70.9% | $7,775-52.3% |