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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 | $110,137+53.1% | $161,149+4.7% | $82,637+104.1% |
| Participation rate | 78.4% | 72.4%+6.1pp | 78.8%-0.4pp | 68.1%+10.4pp |
| Annual return | 18.38% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $6,033 | $2,856+111.2% | $4,360+38.4% | $2,552+136.4% |
| Participant deferral / active EE | $8,734 | $4,575+90.9% | $6,153+41.9% | $4,126+111.7% |
| Admin fee / account holder | $11,796 | $9,467+24.6% | $15,194-22.4% | $7,339+60.7% |