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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 | $81,403+71.2% | $147,027-5.2% | $87,485+59.3% |
| Participation rate | 93.1% | 63.4%+29.7pp | 73.7%+19.4pp | 68.9%+24.2pp |
| Annual return | 17.18% | 16.51%+0.7pp | 20.23%-3.1pp | 26.06%-8.9pp |
| Employer contribution / active EE | $4,770 | $2,205+116.3% | $3,626+31.6% | $2,596+83.7% |
| Participant deferral / active EE | $6,750 | $3,315+103.6% | $4,933+36.8% | $4,274+58.0% |
| Admin fee / account holder | $8,773 | $6,755+29.9% | $12,223-28.2% | $7,775+12.8% |