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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 | $171,485 | $95,453+79.7% | $112,040+53.1% | $82,448+108.0% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.1pp |
| Annual return | 14.32% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $4,112 | $2,318+77.4% | $2,954+39.2% | $2,551+61.2% |
| Participant deferral / active EE | $6,650 | $4,224+57.4% | $5,098+30.5% | $4,139+60.7% |
| Admin fee / account holder | $11,196 | $9,013+24.2% | $12,098-7.5% | $7,234+54.8% |