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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 | $174,451 | $77,472+125.2% | $100,415+73.7% | $80,959+115.5% |
| Participation rate | 90.7% | 76.9%+13.7pp | 81.5%+9.2pp | 67.7%+23.0pp |
| Annual return | 14.97% | 37.26%-22.3pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,016 | $2,800+7.7% | $3,943-23.5% | $2,757+9.4% |
| Participant deferral / active EE | $6,428 | $6,818-5.7% | $8,091-20.6% | $4,300+49.5% |
| Admin fee / account holder | $8,426 | $5,885+43.2% | $7,906+6.6% | $6,925+21.7% |