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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 | $161,140 | $86,940+85.3% | $102,434+57.3% | $80,935+99.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 14.94% | 18.89%-4.0pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $6,297 | $2,370+165.7% | $3,023+108.3% | $2,757+128.4% |
| Participant deferral / active EE | $6,289 | $4,121+52.6% | $5,055+24.4% | $4,299+46.3% |
| Admin fee / account holder | $14,519 | $8,047+80.4% | $9,462+53.5% | $6,924+109.7% |