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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 | $178,877 | $75,541+136.8% | $152,093+17.6% | $82,637+116.5% |
| Participation rate | 74.1% | 66.5%+7.5pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 16.10% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $4,133 | $2,622+57.6% | $4,175-1.0% | $2,552+61.9% |
| Participant deferral / active EE | $6,028 | $3,206+88.0% | $5,451+10.6% | $4,126+46.1% |
| Admin fee / account holder | $5,619 | $6,405-12.3% | $14,497-61.2% | $7,339-23.4% |