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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 | $229,788 | $100,194+129.3% | $122,979+86.9% | $86,983+164.2% |
| Participation rate | 76.9% | 73.0%+4.0pp | 77.2%-0.3pp | 69.5%+7.4pp |
| Annual return | 15.97% | 16.47%-0.5pp | 20.12%-4.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $3,759 | $2,326+61.6% | $3,062+22.7% | $2,584+45.4% |
| Participant deferral / active EE | $9,303 | $4,133+125.1% | $5,003+85.9% | $4,194+121.8% |
| Admin fee / account holder | $17,293 | $10,148+70.4% | $12,864+34.4% | $7,856+120.1% |