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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 | $181,412 | $97,550+86.0% | $120,344+50.7% | $87,485+107.4% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.7%+14.8pp | 68.9%+22.6pp |
| Annual return | 12.61% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.4pp |
| Employer contribution / active EE | $4,090 | $2,291+78.6% | $3,020+35.4% | $2,596+57.5% |
| Participant deferral / active EE | $5,387 | $4,230+27.4% | $5,135+4.9% | $4,274+26.0% |
| Admin fee / account holder | $16,035 | $9,543+68.0% | $12,742+25.8% | $7,775+106.2% |