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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 | $159,538 | $81,403+96.0% | $147,027+8.5% | $87,485+82.4% |
| Participation rate | 75.4% | 63.4%+12.0pp | 73.7%+1.7pp | 68.9%+6.5pp |
| Annual return | 14.07% | 16.51%-2.4pp | 20.23%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $4,564 | $2,205+106.9% | $3,626+25.9% | $2,596+75.8% |
| Participant deferral / active EE | $7,244 | $3,315+118.5% | $4,933+46.9% | $4,274+69.5% |
| Admin fee / account holder | $9,942 | $6,755+47.2% | $12,223-18.7% | $7,775+27.9% |