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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 | $177,426 | $53,774+229.9% | $134,162+32.2% | $79,856+122.2% |
| Participation rate | 89.3% | 58.8%+30.5pp | 72.2%+17.1pp | 69.6%+19.6pp |
| Annual return | 14.50% | 19.01%-4.5pp | 36.35%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,692 | $1,322+28.1% | $3,705-54.3% | $2,471-31.5% |
| Participant deferral / active EE | $1,792 | $2,420-25.9% | $3,500-48.8% | $3,741-52.1% |
| Admin fee / account holder | $6,493 | $3,985+62.9% | $6,685-2.9% | $5,306+22.4% |