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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 | $95,404+134.9% | $113,397+97.6% | $82,637+171.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 13.84% | 19.08%-5.2pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,371 | $2,307+2.8% | $2,977-20.4% | $2,552-7.1% |
| Participant deferral / active EE | $9,321 | $4,220+120.9% | $5,076+83.6% | $4,126+125.9% |
| Admin fee / account holder | $2,943 | $9,168-67.9% | $11,957-75.4% | $7,339-59.9% |