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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 | $175,101 | $79,955+119.0% | $98,461+77.8% | $75,173+132.9% |
| Participation rate | 91.5% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.3pp |
| Annual return | 18.85% | 19.75%-0.9pp | 21.17%-2.3pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,809 | $2,264-20.1% | $3,049-40.7% | $2,671-32.3% |
| Participant deferral / active EE | $4,799 | $3,752+27.9% | $4,738+1.3% | $4,126+16.3% |
| Admin fee / account holder | $7,055 | $6,841+3.1% | $8,961-21.3% | $5,651+24.9% |