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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 | $139,321 | $80,855+72.3% | $153,416-9.2% | $86,983+60.2% |
| Participation rate | 93.1% | 64.1%+29.0pp | 74.3%+18.8pp | 69.5%+23.6pp |
| Annual return | 17.18% | 16.18%+1.0pp | 17.84%-0.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $4,770 | $2,308+106.7% | $3,764+26.7% | $2,584+84.6% |
| Participant deferral / active EE | $6,750 | $3,333+102.6% | $4,723+42.9% | $4,194+61.0% |
| Admin fee / account holder | $8,773 | $6,908+27.0% | $13,095-33.0% | $7,856+11.7% |