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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 | $149,638 | $52,682+184.0% | $78,004+91.8% | $64,097+133.5% |
| Participation rate | 89.4% | 47.7%+41.7pp | 69.4%+19.9pp | 55.2%+34.2pp |
| Annual return | 17.56% | 22.45%-4.9pp | 31.07%-13.5pp | 34.64%-17.1pp |
| Employer contribution / active EE | $2,194 | $1,323+65.8% | $2,469-11.1% | $1,891+16.0% |
| Participant deferral / active EE | $7,250 | $2,346+209.1% | $4,092+77.2% | $3,080+135.4% |
| Admin fee / account holder | $7,155 | $5,420+32.0% | $7,578-5.6% | $3,454+107.1% |