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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 | $165,590 | $110,212+50.2% | $96,534+71.5% | $139,466+18.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 27.29% | 26.42%+0.9pp | 25.88%+1.4pp | 373.66%-346.4pp |
| Employer contribution / active EE | $5,051 | $3,620+39.5% | $2,965+70.3% | $4,754+6.3% |
| Participant deferral / active EE | $9,723 | $5,547+75.3% | $4,851+100.4% | $6,712+44.9% |
| Admin fee / account holder | $3,019 | $11,599-74.0% | $8,253-63.4% | $11,409-73.5% |