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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 | $249,176 | $106,524+133.9% | $152,301+63.6% | $87,485+184.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.4%+10.6pp | 68.9%+24.1pp |
| Annual return | 19.65% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $8,472 | $3,371+151.3% | $4,624+83.2% | $2,596+226.3% |
| Participant deferral / active EE | $10,244 | $6,525+57.0% | $8,004+28.0% | $4,274+139.7% |
| Admin fee / account holder | $4,315 | $8,287-47.9% | $14,398-70.0% | $7,775-44.5% |