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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 | $171,090 | $88,042+94.3% | $138,135+23.9% | $79,852+114.3% |
| Participation rate | 79.3% | 71.4%+7.9pp | 78.7%+0.6pp | 69.6%+9.7pp |
| Annual return | 19.15% | 20.58%-1.4pp | 20.51%-1.4pp | 31.72%-12.6pp |
| Employer contribution / active EE | $6,112 | $3,103+97.0% | $5,587+9.4% | $2,471+147.3% |
| Participant deferral / active EE | $9,194 | $4,704+95.4% | $6,431+43.0% | $3,740+145.8% |
| Admin fee / account holder | $7,774 | $7,791-0.2% | $11,856-34.4% | $5,306+46.5% |