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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 | $153,606 | $95,404+61.0% | $113,397+35.5% | $82,637+85.9% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 15.94% | 19.08%-3.1pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,337 | $2,307+44.7% | $2,977+12.1% | $2,552+30.7% |
| Participant deferral / active EE | $9,761 | $4,220+131.3% | $5,076+92.3% | $4,126+136.6% |
| Admin fee / account holder | $4,377 | $9,168-52.3% | $11,957-63.4% | $7,339-40.4% |