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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 | $181,123 | $106,749+69.7% | $145,433+24.5% | $82,448+119.7% |
| Participation rate | 93.9% | 75.6%+18.3pp | 82.1%+11.8pp | 68.1%+25.9pp |
| Annual return | 18.85% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,372 | $3,444+26.9% | $4,554-4.0% | $2,551+71.4% |
| Participant deferral / active EE | $9,280 | $6,519+42.4% | $7,897+17.5% | $4,139+124.2% |
| Admin fee / account holder | $6,079 | $8,390-27.5% | $13,129-53.7% | $7,234-16.0% |