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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 | $143,715 | $81,457+76.4% | $103,378+39.0% | $80,911+77.6% |
| Participation rate | 76.2% | 66.8%+9.3pp | 74.5%+1.7pp | 67.6%+8.5pp |
| Annual return | 10.88% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $3,334 | $3,107+7.3% | $3,870-13.9% | $2,756+21.0% |
| Participant deferral / active EE | $6,389 | $3,871+65.1% | $5,058+26.3% | $4,297+48.7% |
| Admin fee / account holder | $14,973 | $6,717+122.9% | $8,401+78.2% | $6,935+115.9% |