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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 | $168,559 | $97,550+72.8% | $120,344+40.1% | $87,485+92.7% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 17.29% | 18.41%-1.1pp | 20.30%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,254 | $2,291+42.1% | $3,020+7.8% | $2,596+25.4% |
| Participant deferral / active EE | $10,437 | $4,230+146.8% | $5,135+103.3% | $4,274+144.2% |
| Admin fee / account holder | $15,308 | $9,543+60.4% | $12,742+20.1% | $7,775+96.9% |