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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 | $147,507 | $71,057+107.6% | $93,654+57.5% | $80,874+82.4% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.6%+20.2pp |
| Annual return | 13.91% | 11.26%+2.6pp | 133.34%-119.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,091 | $1,564+97.6% | $2,421+27.7% | $2,756+12.2% |
| Participant deferral / active EE | $7,035 | $4,034+74.4% | $4,413+59.4% | $4,297+63.7% |
| Admin fee / account holder | $7,177 | $6,944+3.4% | $8,282-13.4% | $6,935+3.5% |