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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 | $171,557 | $114,712+49.6% | $173,730-1.3% | $87,485+96.1% |
| Participation rate | 91.2% | 73.0%+18.2pp | 79.6%+11.6pp | 68.9%+22.2pp |
| Annual return | 16.58% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $6,014 | $2,904+107.1% | $4,577+31.4% | $2,596+131.6% |
| Participant deferral / active EE | $7,682 | $4,642+65.5% | $6,326+21.4% | $4,274+79.7% |
| Admin fee / account holder | $22,364 | $10,210+119.0% | $17,523+27.6% | $7,775+187.6% |