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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 | $184,323 | $70,486+161.5% | $100,535+83.3% | $79,856+130.8% |
| Participation rate | 93.1% | 73.6%+19.5pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 16.10% | 21.90%-5.8pp | 30.90%-14.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,458 | $2,165+13.6% | $3,419-28.1% | $2,471-0.5% |
| Participant deferral / active EE | $9,096 | $5,182+75.5% | $6,271+45.0% | $3,741+143.2% |
| Admin fee / account holder | $10,546 | $4,480+135.4% | $8,085+30.4% | $5,306+98.7% |