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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 | $77,896+104.8% | $134,172+18.9% | $82,448+93.5% |
| Participation rate | 75.4% | 62.8%+12.7pp | 72.5%+3.0pp | 68.1%+7.4pp |
| Annual return | 14.07% | 18.21%-4.1pp | 25.30%-11.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,564 | $2,159+111.4% | $3,420+33.4% | $2,551+78.9% |
| Participant deferral / active EE | $7,244 | $3,162+129.1% | $4,690+54.4% | $4,139+75.0% |
| Admin fee / account holder | $9,942 | $6,336+56.9% | $12,016-17.3% | $7,234+37.4% |