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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 | $181,460 | $97,648+85.8% | $121,663+49.2% | $87,485+107.4% |
| Participation rate | 78.3% | 70.5%+7.8pp | 74.5%+3.8pp | 68.9%+9.3pp |
| Annual return | 22.54% | 18.03%+4.5pp | 147.54%-125.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $4,272 | $2,300+85.7% | $3,020+41.5% | $2,596+64.6% |
| Participant deferral / active EE | $6,109 | $3,923+55.7% | $4,887+25.0% | $4,274+42.9% |
| Admin fee / account holder | $15,908 | $11,100+43.3% | $14,289+11.3% | $7,775+104.6% |