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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 | $215,331 | $123,793+73.9% | $177,827+21.1% | $79,858+169.6% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 14.17% | 22.82%-8.7pp | 48.32%-34.2pp | 31.72%-17.6pp |
| Employer contribution / active EE | $2,981 | $4,095-27.2% | $5,918-49.6% | $2,471+20.7% |
| Participant deferral / active EE | $13,207 | $5,956+121.7% | $7,713+71.2% | $3,740+253.1% |
| Admin fee / account holder | $19,795 | $7,243+173.3% | $12,429+59.3% | $5,306+273.1% |