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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 | $150,327 | $81,476+84.5% | $102,383+46.8% | $80,925+85.8% |
| Participation rate | 87.0% | 66.8%+20.1pp | 74.5%+12.4pp | 67.7%+19.3pp |
| Annual return | 22.12% | 25.59%-3.5pp | 24.94%-2.8pp | 35.65%-13.5pp |
| Employer contribution / active EE | $4,635 | $3,105+49.3% | $3,870+19.8% | $2,756+68.2% |
| Participant deferral / active EE | $8,436 | $3,871+117.9% | $5,060+66.7% | $4,299+96.3% |
| Admin fee / account holder | $6,601 | $6,717-1.7% | $8,391-21.3% | $6,940-4.9% |