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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 | $144,019 | $101,795+41.5% | $165,100-12.8% | $80,959+77.9% |
| Participation rate | 88.2% | 71.8%+16.3pp | 78.6%+9.5pp | 67.7%+20.5pp |
| Annual return | 13.71% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,565 | $2,954+20.7% | $4,348-18.0% | $2,757+29.3% |
| Participant deferral / active EE | $7,868 | $4,476+75.8% | $6,035+30.4% | $4,300+83.0% |
| Admin fee / account holder | $13,219 | $8,221+60.8% | $12,696+4.1% | $6,925+90.9% |