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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 | $119,537 | $93,345+28.1% | $119,126+0.3% | $87,485+36.6% |
| Participation rate | 73.6% | 68.7%+4.8pp | 75.8%-2.2pp | 68.9%+4.6pp |
| Annual return | 17.79% | 19.08%-1.3pp | 282.11%-264.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $5,473 | $3,172+72.6% | $4,034+35.7% | $2,596+110.8% |
| Participant deferral / active EE | $6,939 | $4,099+69.3% | $5,318+30.5% | $4,274+62.4% |
| Admin fee / account holder | $10,273 | $8,039+27.8% | $10,693-3.9% | $7,775+32.1% |