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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 | $170,516 | $76,834+121.9% | $108,359+57.4% | $87,485+94.9% |
| Participation rate | 97.0% | 61.7%+35.2pp | 70.1%+26.8pp | 68.9%+28.0pp |
| Annual return | 14.91% | 19.09%-4.2pp | 36.89%-22.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,531 | $1,556+126.9% | $2,399+47.1% | $2,596+36.0% |
| Participant deferral / active EE | $9,005 | $3,100+190.5% | $4,137+117.7% | $4,274+110.7% |
| Admin fee / account holder | $6,454 | $6,537-1.3% | $9,741-33.7% | $7,775-17.0% |