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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 | $224,080 | $104,098+115.3% | $140,514+59.5% | $94,015+138.3% |
| Participation rate | 95.2% | 73.7%+21.5pp | 77.8%+17.4pp | 70.8%+24.4pp |
| Annual return | 13.84% | 15.14%-1.3pp | 14.36%-0.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $2,371 | $2,388-0.7% | $3,378-29.8% | $2,790-15.0% |
| Participant deferral / active EE | $9,321 | $4,033+131.1% | $4,919+89.5% | $4,249+119.3% |
| Admin fee / account holder | $2,943 | $10,439-71.8% | $13,697-78.5% | $8,951-67.1% |