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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 | $174,389 | $95,404+82.8% | $113,397+53.8% | $82,637+111.0% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 13.38% | 19.08%-5.7pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,884 | $2,307+25.0% | $2,977-3.1% | $2,552+13.0% |
| Participant deferral / active EE | $12,522 | $4,220+196.8% | $5,076+146.7% | $4,126+203.5% |
| Admin fee / account holder | $16,765 | $9,168+82.9% | $11,957+40.2% | $7,339+128.4% |