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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 | $189,531 | $138,393+37.0% | $184,256+2.9% | $80,959+134.1% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.3pp |
| Annual return | 18.25% | 20.01%-1.8pp | 28.85%-10.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $7,104 | $4,847+46.6% | $6,427+10.5% | $2,757+157.7% |
| Participant deferral / active EE | $15,076 | $7,076+113.0% | $9,133+65.1% | $4,300+250.6% |
| Admin fee / account holder | $3,246 | $10,489-69.1% | $13,899-76.6% | $6,925-53.1% |