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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 | $160,408 | $97,550+64.4% | $120,344+33.3% | $87,485+83.4% |
| Participation rate | 80.5% | 72.8%+7.6pp | 76.7%+3.7pp | 68.9%+11.5pp |
| Annual return | 15.65% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $4,599 | $2,291+100.8% | $3,020+52.3% | $2,596+77.1% |
| Participant deferral / active EE | $12,002 | $4,230+183.8% | $5,135+133.7% | $4,274+180.8% |
| Admin fee / account holder | $9,605 | $9,543+0.7% | $12,742-24.6% | $7,775+23.5% |