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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 | $171,815 | $76,551+124.4% | $123,894+38.7% | $62,881+173.2% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 11.93% | 18.68%-6.8pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $6,150 | $2,882+113.4% | $4,617+33.2% | $2,281+169.6% |
| Participant deferral / active EE | $4,372 | $4,840-9.7% | $5,984-26.9% | $3,203+36.5% |
| Admin fee / account holder | $4,984 | $4,826+3.3% | $8,357-40.4% | $4,296+16.0% |