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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 | $177,367 | $108,825+63.0% | $156,181+13.6% | $82,448+115.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 19.43% | 20.59%-1.2pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,455 | $2,870+20.4% | $4,294-19.5% | $2,551+35.4% |
| Participant deferral / active EE | $6,146 | $4,577+34.3% | $6,132+0.2% | $4,139+48.5% |
| Admin fee / account holder | $6,248 | $9,341-33.1% | $14,586-57.2% | $7,234-13.6% |