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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 | $168,662 | $108,825+55.0% | $156,181+8.0% | $82,448+104.6% |
| Participation rate | 78.4% | 72.4%+6.0pp | 78.8%-0.4pp | 68.1%+10.3pp |
| Annual return | 18.38% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $6,033 | $2,870+110.2% | $4,294+40.5% | $2,551+136.5% |
| Participant deferral / active EE | $8,734 | $4,577+90.8% | $6,132+42.4% | $4,139+111.0% |
| Admin fee / account holder | $11,796 | $9,341+26.3% | $14,586-19.1% | $7,234+63.1% |