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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 | $216,580 | $124,425+74.1% | $112,040+93.3% | $137,256+57.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 12.43% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,669 | $3,411+7.6% | $2,954+24.2% | $4,156-11.7% |
| Participant deferral / active EE | $11,732 | $5,718+105.2% | $5,098+130.1% | $6,407+83.1% |
| Admin fee / account holder | $2,189 | $15,207-85.6% | $12,098-81.9% | $12,270-82.2% |