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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 | $159,573 | $97,648+63.4% | $121,663+31.2% | $87,485+82.4% |
| Participation rate | 89.8% | 70.5%+19.3pp | 74.5%+15.3pp | 68.9%+20.9pp |
| Annual return | 20.73% | 18.03%+2.7pp | 147.54%-126.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,968 | $2,300+29.0% | $3,020-1.7% | $2,596+14.3% |
| Participant deferral / active EE | $7,643 | $3,923+94.8% | $4,887+56.4% | $4,274+78.8% |
| Admin fee / account holder | $8,653 | $11,100-22.0% | $14,289-39.4% | $7,775+11.3% |