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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 | $159,587 | $100,194+59.3% | $122,979+29.8% | $86,983+83.5% |
| Participation rate | 88.9% | 73.0%+15.9pp | 77.2%+11.7pp | 69.5%+19.3pp |
| Annual return | 17.27% | 16.47%+0.8pp | 20.12%-2.8pp | 25.83%-8.6pp |
| Employer contribution / active EE | $6,956 | $2,326+199.1% | $3,062+127.1% | $2,584+169.1% |
| Participant deferral / active EE | $7,782 | $4,133+88.3% | $5,003+55.5% | $4,194+85.5% |
| Admin fee / account holder | $8,499 | $10,148-16.2% | $12,864-33.9% | $7,856+8.2% |