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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 | $178,029 | $76,551+132.6% | $123,894+43.7% | $62,881+183.1% |
| Participation rate | 88.6% | 73.0%+15.7pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 6.72% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,585 | $2,882+24.4% | $4,617-22.3% | $2,281+57.2% |
| Participant deferral / active EE | $11,852 | $4,840+144.9% | $5,984+98.1% | $3,203+270.0% |
| Admin fee / account holder | $3,352 | $4,826-30.5% | $8,357-59.9% | $4,296-22.0% |