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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 | $209,902 | $124,425+68.7% | $112,040+87.3% | $137,256+52.9% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 13.89% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,163 | $3,411-7.3% | $2,954+7.1% | $4,156-23.9% |
| Participant deferral / active EE | $6,436 | $5,718+12.6% | $5,098+26.3% | $6,407+0.5% |
| Admin fee / account holder | $10,985 | $15,207-27.8% | $12,098-9.2% | $12,270-10.5% |