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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 | $126,661+65.7% | $113,397+85.1% | $138,895+51.1% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.5%+18.7pp | 79.9%+15.3pp |
| Annual return | 13.89% | 25.05%-11.2pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,163 | $3,456-8.5% | $2,977+6.2% | $4,194-24.6% |
| Participant deferral / active EE | $6,436 | $5,693+13.1% | $5,076+26.8% | $6,396+0.6% |
| Admin fee / account holder | $10,985 | $14,549-24.5% | $11,957-8.1% | $12,562-12.6% |