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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 | $182,770 | $83,898+117.8% | $133,346+37.1% | $94,015+94.4% |
| Participation rate | 85.7% | 63.4%+22.4pp | 72.8%+12.9pp | 70.8%+14.9pp |
| Annual return | 14.14% | 16.00%-1.9pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $3,793 | $1,821+108.4% | $2,853+32.9% | $2,790+36.0% |
| Participant deferral / active EE | $8,894 | $3,245+174.1% | $4,332+105.3% | $4,249+109.3% |
| Admin fee / account holder | $24,132 | $7,809+209.0% | $14,264+69.2% | $8,951+169.6% |