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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 | $165,385 | $94,031+75.9% | $115,768+42.9% | $82,448+100.6% |
| Participation rate | 96.7% | 70.4%+26.2pp | 74.4%+22.3pp | 68.1%+28.6pp |
| Annual return | 14.78% | 20.61%-5.8pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,220 | $2,323+38.6% | $2,940+9.5% | $2,551+26.2% |
| Participant deferral / active EE | $8,579 | $3,972+116.0% | $4,917+74.5% | $4,139+107.3% |
| Admin fee / account holder | $2,437 | $10,249-76.2% | $12,439-80.4% | $7,234-66.3% |