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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 | $201,817 | $106,524+89.5% | $152,301+32.5% | $87,485+130.7% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 14.80% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,730 | $3,371+10.6% | $4,624-19.3% | $2,596+43.7% |
| Participant deferral / active EE | $13,379 | $6,525+105.0% | $8,004+67.2% | $4,274+213.1% |
| Admin fee / account holder | $19,734 | $8,287+138.1% | $14,398+37.1% | $7,775+153.8% |