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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 | $154,257 | $81,504+89.3% | $102,437+50.6% | $80,959+90.5% |
| Participation rate | 83.0% | 66.9%+16.1pp | 74.5%+8.5pp | 67.7%+15.3pp |
| Annual return | 14.45% | 25.60%-11.1pp | 24.95%-10.5pp | 35.67%-21.2pp |
| Employer contribution / active EE | $4,132 | $3,104+33.1% | $3,871+6.8% | $2,757+49.9% |
| Participant deferral / active EE | $9,658 | $3,871+149.5% | $5,060+90.9% | $4,300+124.6% |
| Admin fee / account holder | $9,941 | $6,719+47.9% | $8,388+18.5% | $6,925+43.5% |