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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 | $167,901 | $101,778+65.0% | $164,975+1.8% | $80,925+107.5% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.7%+14.4pp |
| Annual return | 17.96% | 16.73%+1.2pp | 70.12%-52.2pp | 35.65%-17.7pp |
| Employer contribution / active EE | $4,231 | $2,954+43.2% | $4,343-2.6% | $2,756+53.5% |
| Participant deferral / active EE | $12,274 | $4,477+174.2% | $6,033+103.4% | $4,299+185.5% |
| Admin fee / account holder | $7,746 | $8,221-5.8% | $12,688-39.0% | $6,940+11.6% |