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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 | $237,713 | $95,453+149.0% | $112,040+112.2% | $82,448+188.3% |
| Participation rate | 90.7% | 72.8%+18.0pp | 76.5%+14.2pp | 68.1%+22.7pp |
| Annual return | 17.23% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,127 | $2,318-8.2% | $2,954-28.0% | $2,551-16.6% |
| Participant deferral / active EE | $12,879 | $4,224+204.9% | $5,098+152.7% | $4,139+211.1% |
| Admin fee / account holder | $17,996 | $9,013+99.7% | $12,098+48.8% | $7,234+148.8% |