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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 | $170,774 | $101,795+67.8% | $165,100+3.4% | $80,959+110.9% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.7%+19.2pp |
| Annual return | 14.61% | 16.73%-2.1pp | 70.21%-55.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,577 | $2,954+21.1% | $4,348-17.7% | $2,757+29.8% |
| Participant deferral / active EE | $9,064 | $4,476+102.5% | $6,035+50.2% | $4,300+110.8% |
| Admin fee / account holder | $11,233 | $8,221+36.6% | $12,696-11.5% | $6,925+62.2% |