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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 | $186,016 | $101,795+82.7% | $165,100+12.7% | $80,959+129.8% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.7%+18.3pp |
| Annual return | 16.17% | 16.73%-0.6pp | 70.21%-54.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $4,498 | $2,954+52.3% | $4,348+3.4% | $2,757+63.1% |
| Participant deferral / active EE | $9,416 | $4,476+110.4% | $6,035+56.0% | $4,300+119.0% |
| Admin fee / account holder | $15,373 | $8,221+87.0% | $12,696+21.1% | $6,925+122.0% |