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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 | $71,197+107.2% | $93,669+57.5% | $80,925+82.3% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.7%+20.2pp |
| Annual return | 13.91% | 11.27%+2.6pp | 133.59%-119.7pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,091 | $1,565+97.5% | $2,424+27.5% | $2,756+12.1% |
| Participant deferral / active EE | $7,035 | $4,036+74.3% | $4,416+59.3% | $4,299+63.7% |
| Admin fee / account holder | $7,177 | $6,959+3.1% | $8,291-13.4% | $6,940+3.4% |