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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 | $243,781 | $138,393+76.2% | $184,256+32.3% | $80,959+201.1% |
| Participation rate | 93.3% | 83.9%+9.4pp | 86.8%+6.5pp | 67.7%+25.7pp |
| Annual return | 17.24% | 20.01%-2.8pp | 28.85%-11.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $4,998 | $4,847+3.1% | $6,427-22.2% | $2,757+81.3% |
| Participant deferral / active EE | $9,108 | $7,076+28.7% | $9,133-0.3% | $4,300+111.8% |
| Admin fee / account holder | $6,169 | $10,489-41.2% | $13,899-55.6% | $6,925-10.9% |