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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 | $188,404 | $100,194+88.0% | $122,979+53.2% | $86,983+116.6% |
| Participation rate | 85.0% | 73.0%+12.0pp | 77.2%+7.8pp | 69.5%+15.5pp |
| Annual return | 14.06% | 16.47%-2.4pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $4,969 | $2,326+113.7% | $3,062+62.2% | $2,584+92.3% |
| Participant deferral / active EE | $6,162 | $4,133+49.1% | $5,003+23.2% | $4,194+46.9% |
| Admin fee / account holder | $18,164 | $10,148+79.0% | $12,864+41.2% | $7,856+131.2% |