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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 | $157,919 | $48,078+228.5% | $78,676+100.7% | $62,881+151.1% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+19.9pp | 69.3%+24.2pp |
| Annual return | 12.30% | 31.36%-19.1pp | 62.19%-49.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $5,864 | $2,015+191.1% | $2,850+105.7% | $2,281+157.1% |
| Participant deferral / active EE | $5,896 | $2,587+127.9% | $3,517+67.7% | $3,203+84.1% |
| Admin fee / account holder | $4,703 | $3,206+46.7% | $4,510+4.3% | $4,296+9.5% |