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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 | $190,093 | $101,778+86.8% | $164,975+15.2% | $80,925+134.9% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.3pp |
| Annual return | 13.01% | 16.73%-3.7pp | 70.12%-57.1pp | 35.65%-22.6pp |
| Employer contribution / active EE | $6,075 | $2,954+105.7% | $4,343+39.9% | $2,756+120.4% |
| Participant deferral / active EE | $10,216 | $4,477+128.2% | $6,033+69.3% | $4,299+137.7% |
| Admin fee / account holder | $11,313 | $8,221+37.6% | $12,688-10.8% | $6,940+63.0% |