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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 | $97,550+75.8% | $120,344+42.5% | $87,485+96.0% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.7%+10.5pp | 68.9%+18.2pp |
| Annual return | 14.32% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.7pp |
| Employer contribution / active EE | $4,112 | $2,291+79.5% | $3,020+36.1% | $2,596+58.4% |
| Participant deferral / active EE | $6,650 | $4,230+57.2% | $5,135+29.5% | $4,274+55.6% |
| Admin fee / account holder | $11,196 | $9,543+17.3% | $12,742-12.1% | $7,775+44.0% |